Customize a Policy
Open a Policy
There are two main document types in PolicyPro, Model documents in pdf format and user-created documents which tend to be in Microsoft Word® format.
Although the format of the documents may differ, the process for opening a document is the same.
Open a Model Policy
The Model policies are in pdf format and can only be updated by First Reference. Each Model policy has a corresponding policy Overview that outlines any issues that need to be considered when creating that policy. For information about viewing the policy Overview, click here.
To open a Model Policy
Open a Draft, Official or Archive Policy
You must create a Draft to customize a policy. You cannot customize a Model policy. We recommend that you create and modify your policies in the Draft Version. When the revisions to your policies are complete and the policies are finalized, promote the Draft to Official.
For more information about the four Policy Versions, please see the Manage Your Policies section.
To open a Draft, Official or Archive Policy