If your policies already exist as documents, upload them instead of retyping. Owneli keeps your file as the official copy, which employees can download, and shows its text in the app for them to read and sign.
Before you start
- Who can do it: anyone with permission to manage policies.
- Use a file with real text: a PDF, Word document (.docx) or HTML file, up to 50 MB. A scanned PDF that's only pictures has no text to read; run it through text recognition first, or paste the text.
Upload a policy document
Start
Go to Operations → Policies, select New policy, and choose Upload a document.
Add the file
Drop your file on Drop your policy here, or click to choose it.
Describe it
Enter the Title, choose a Category (such as Code of conduct, Health & safety or Employee handbook), and write the Summary people see in lists and when asked to sign.
Ask for signatures
Switch on Require acknowledgment so every employee signs it at their next sign-in. Each signature is kept against the file you uploaded.
Create the draft
Select Upload and create draft. You see Policy created from upload.
Check and publish
Read the extracted text, tidy any headings or lists, then select Publish.
An HTML file shows exactly as designed, with its fonts, colours and tables. For a PDF or Word file, the text is pulled out for reading in the app, and the original stays downloadable.
Other ways to start
| Option | Best for |
|---|---|
| Start from template | Common policies, filled in with your business details |
| Draft with AI | Writing a new policy with the AI assistant, when it's on for your business |
| Paste HTML | Text copied from another system |
| Start blank | Writing it yourself |
Every option creates a draft for you to check before publishing. See Policies.
Check it worked
The policy appears under Drafts in Operations → Policies. After you publish it, it shows Published, or Pending acks while people sign.
If something goes wrong
"Only PDF, .docx, and .html files are supported"
Save the file as one of those types and upload it again.
The text came out empty or garbled
The file is probably a scan with no text. Use text recognition on it first, or choose Paste HTML and paste the text.
I don't see Draft with AI
The AI assistant isn't switched on for your business.