Finance and Accounting/ Not-for-Profit/ Information Technology PolicyPro

Customize a Policy

Create a Draft Policy

The Draft Version is used to designate policies in progress. 

PolicyPro lets you create Draft Policies in three ways. You can create a Draft policy from:

• a Model Policy
• a Word file
• an existing Draft, Official or Archive policy

Make any changes to the policies in Draft Version and when the revisions are complete and the policy is finalized, promote the Draft policy to Official.

Related Links

• Create a Draft from a Model Policy
• Create a Draft Policy from a Word File
• Create a Draft Policy from an existing Draft, Official or Archive Policy
• Manage Your Policies