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

Customize a Policy

Open a Policy

To Open a Draft Version 

Draft policies are user-created and can be modified. See the Manage Your Policies section for more information about Policy Versions. 

To Open a Draft Policy

1. Click on the plus sign (+) beside the appropriate chapter to see the contents of the chapter
2. Click on the plus sign (+) beside the desired policy to see the policy versions

3. Double click on the Draft policy

   
    

A Draft version of the Policy opens in the Document Window.

Related Links

• Open a Model Policy
• Open an Official Policy
• Open an Archive Policy
• Manage Your Policies