[{"data":1,"prerenderedAt":368},["ShallowReactive",2],{"help:\u002Fhelp\u002Foperations\u002Fimport-a-policy-from-a-document":3,"help-all-categories":246,"help-cat-articles:\u002Fhelp\u002Foperations\u002Fimport-a-policy-from-a-document":366,"help-related:\u002Fhelp\u002Foperations\u002Fimport-a-policy-from-a-document":367},{"id":4,"title":5,"audience":6,"body":7,"category":225,"description":226,"draft":227,"extension":228,"icon":229,"keywords":230,"meta":237,"navigation":238,"order":239,"path":240,"related":241,"seo":242,"stem":243,"updatedAt":244,"__hash__":245},"help\u002Fhelp\u002Foperations\u002Fimport-a-policy-from-a-document.md","Import a policy from a document","clinic",{"type":8,"value":9,"toc":206},"minimark",[10,14,19,27,101,105,144,160,164,177,181,185,188,192,199,203],[11,12,13],"p",{},"If your policies already exist as documents, don't retype them. The policy creation chooser offers five ways in — pick a starting point, land in the same editor, and publish from there. You need the policy-management permission for all of them.",[15,16,18],"h2",{"id":17},"what-are-the-ways-to-create-a-policy","What are the ways to create a policy?",[11,20,21,22,26],{},"Open ",[23,24,25],"strong",{},"Operations → Policies"," and start a new policy. The chooser offers:",[28,29,30,43],"table",{},[31,32,33],"thead",{},[34,35,36,40],"tr",{},[37,38,39],"th",{},"Entry point",[37,41,42],{},"Best for",[44,45,46,57,67,81,91],"tbody",{},[34,47,48,54],{},[49,50,51],"td",{},[23,52,53],{},"Template",[49,55,56],{},"Standard policies (code of conduct, health & safety…) pre-filled with your business's name and details",[34,58,59,64],{},[49,60,61],{},[23,62,63],{},"AI assistant",[49,65,66],{},"Drafting a policy conversationally — available when your business has the AI assistant enabled",[34,68,69,74],{},[49,70,71],{},[23,72,73],{},"Upload",[49,75,76,77,80],{},"An existing ",[23,78,79],{},"PDF, Word (.docx), or HTML"," file, up to 50 MB",[34,82,83,88],{},[49,84,85],{},[23,86,87],{},"Paste",[49,89,90],{},"Text copied from anywhere",[34,92,93,98],{},[49,94,95],{},[23,96,97],{},"Blank",[49,99,100],{},"Writing from scratch",[15,102,104],{"id":103},"how-do-i-upload-an-existing-policy-document","How do I upload an existing policy document?",[106,107,108,113,116,120,123,127,130,134,137,141],"steps",{},[109,110,112],"h3",{"id":111},"choose-upload","Choose Upload",[11,114,115],{},"From the policy chooser.",[109,117,119],{"id":118},"drop-in-the-file","Drop in the file",[11,121,122],{},"PDF, .docx, or HTML, up to 50 MB. Anything else is rejected up front.",[109,124,126],{"id":125},"title-and-categorise-it","Title and categorise it",[11,128,129],{},"Give it a title and pick a category — code of conduct, health & safety, privacy, harassment, attendance, social media, confidentiality, employee handbook, or other.",[109,131,133],{"id":132},"let-owneli-extract-the-content","Let Owneli extract the content",[11,135,136],{},"The document's text is pulled into the policy body for you to review.",[109,138,140],{"id":139},"save-as-a-draft","Save as a draft",[11,142,143],{},"Check the extraction — headings and lists occasionally need tidying — then save. It publishes like any other policy.",[145,146,147],"warning",{},[11,148,149,150,153,154,159],{},"A policy only binds people once it's ",[23,151,152],{},"published"," — drafts are invisible to the team. And publishing starts the acknowledgement clock: everyone will be asked to sign, and the ",[155,156,158],"a",{"href":157},"\u002Fhelp\u002Foperations\u002Fpolicy-compliance-tracking","compliance dashboard"," tracks who hasn't.",[15,161,163],{"id":162},"paste-and-the-ai-helper","Paste and the AI helper",[11,165,166,168,169,171,172,176],{},[23,167,87],{}," is the same flow minus the file — paste the text, title it, save the draft. The ",[23,170,63],{}," drafts a policy in conversation, template-first, using your business's details; like every AI surface in Owneli it produces drafts for your review, never published text. See the general pattern in ",[155,173,175],{"href":174},"\u002Fhelp\u002Fclients\u002Fbuild-an-email-with-the-ai-helper","Build an email or form with the AI helper",".",[15,178,180],{"id":179},"common-questions","Common questions",[109,182,184],{"id":183},"my-scanned-pdf-imported-as-gibberish-or-nothing-why","My scanned PDF imported as gibberish or nothing. Why?",[11,186,187],{},"Extraction reads the document's text layer. A scan that's just images has none — run it through OCR first, or paste the text.",[109,189,191],{"id":190},"does-uploading-publish-the-policy","Does uploading publish the policy?",[11,193,194,195,176],{},"No. Every entry point lands on a draft. Review it, then publish deliberately — see ",[155,196,198],{"href":197},"\u002Fhelp\u002Foperations\u002Fpolicies","Policies",[109,200,202],{"id":201},"why-dont-i-see-the-ai-option-in-the-chooser","Why don't I see the AI option in the chooser?",[11,204,205],{},"The AI assistant is enabled per business in settings; when it's off, that card doesn't appear.",{"title":207,"searchDepth":208,"depth":208,"links":209},"",2,[210,211,219,220],{"id":17,"depth":208,"text":18},{"id":103,"depth":208,"text":104,"children":212},[213,215,216,217,218],{"id":111,"depth":214,"text":112},3,{"id":118,"depth":214,"text":119},{"id":125,"depth":214,"text":126},{"id":132,"depth":214,"text":133},{"id":139,"depth":214,"text":140},{"id":162,"depth":208,"text":163},{"id":179,"depth":208,"text":180,"children":221},[222,223,224],{"id":183,"depth":214,"text":184},{"id":190,"depth":214,"text":191},{"id":201,"depth":214,"text":202},"operations","Turn an existing PDF, Word file, or pasted text into a Owneli policy your team can read and sign — or draft one with the AI helper.",false,"md","i-lucide-file-up",[231,232,233,234,235,236],"upload policy pdf","import employee handbook","paste policy text","policy from word document","ai policy writer","create workplace policy",{},true,50,"\u002Fhelp\u002Foperations\u002Fimport-a-policy-from-a-document",null,{"title":5,"description":226},"help\u002Foperations\u002Fimport-a-policy-from-a-document","2026-08-14","57Q_xb1w-pVZHc9_wWVcePFKcSSG8Vlx3xfeyircJpk",[247,258,267,276,286,296,305,315,325,335,345,356],{"id":248,"title":249,"audience":6,"description":250,"extension":251,"icon":252,"meta":253,"order":254,"slug":255,"stem":256,"__hash__":257},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":259,"title":260,"audience":6,"description":261,"extension":251,"icon":262,"meta":263,"order":208,"slug":264,"stem":265,"__hash__":266},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":268,"title":269,"audience":6,"description":270,"extension":251,"icon":271,"meta":272,"order":214,"slug":273,"stem":274,"__hash__":275},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":277,"title":278,"audience":6,"description":279,"extension":251,"icon":280,"meta":281,"order":282,"slug":283,"stem":284,"__hash__":285},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":287,"title":288,"audience":6,"description":289,"extension":251,"icon":290,"meta":291,"order":292,"slug":293,"stem":294,"__hash__":295},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":297,"title":298,"audience":6,"description":299,"extension":251,"icon":300,"meta":301,"order":302,"slug":225,"stem":303,"__hash__":304},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":306,"title":307,"audience":6,"description":308,"extension":251,"icon":309,"meta":310,"order":311,"slug":312,"stem":313,"__hash__":314},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":316,"title":317,"audience":6,"description":318,"extension":251,"icon":319,"meta":320,"order":321,"slug":322,"stem":323,"__hash__":324},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":326,"title":327,"audience":6,"description":328,"extension":251,"icon":329,"meta":330,"order":331,"slug":332,"stem":333,"__hash__":334},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":336,"title":337,"audience":6,"description":338,"extension":251,"icon":339,"meta":340,"order":341,"slug":342,"stem":343,"__hash__":344},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":346,"title":347,"audience":348,"description":349,"extension":251,"icon":350,"meta":351,"order":352,"slug":353,"stem":354,"__hash__":355},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":357,"title":358,"audience":348,"description":359,"extension":251,"icon":360,"meta":361,"order":362,"slug":363,"stem":364,"__hash__":365},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[],1790218959576]