Write your first policy from a template
A policy is a short set of rules for your team, like how backups are made. Start from a template, adapt it, and send it through review and approval.
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Press Start from a template
In Policies. Pick the template you need.
- 2
Adapt the draft
Your company name is filled in. Replace each {{placeholder}} and remove what does not apply.
Templates are a starting point, not legal advice. Make them true for your company.
- 3
Submit for review
When the text is right, press Submit for review.
- 4
Have management approve the policy
Someone from management approves it. Their name and the date are recorded.
- 5
Publish the policy to your team
Choose who must read it and by when, then press Publish.
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