Policies are the rules your team agrees to: code of conduct, health and safety, privacy, attendance, the employee handbook. Everyone reads and signs them, and each signature is kept against the exact version signed. Policies live under Operations → Policies.
Before you start
- Who can do it: everyone can read and sign policies. Writing and publishing them needs permission to manage policies. If you can only read, an eye shows beside Policies in the sidebar.
Sign a policy
Open it
When a policy needs your signature, it opens over the app when you next sign in, and stays until you sign it. You can also go to Operations → Policies, where it shows Needs your signature.
Read it
Read the policy through. The summary at the top says what it's about. When it opens over the app, scroll to the end first: until you do, you see Read to the end of the policy to acknowledge it.
Acknowledge it
Select Acknowledge. Choose Type name and type your full legal name, or Draw signature and sign, then select I acknowledge. You see You acknowledged this policy on and the date.
Write a policy
Start
Go to Operations → Policies and select New policy.
Choose how to start
Choose Start from template (filled in with your business details), Draft with AI (when the AI assistant is on), Upload a document (PDF, .docx or HTML), Paste HTML or Start blank. See Import a policy from a document.
Fill it in
Enter the Title, a Category and a one-line Summary; many people read only the summary closely, so make it count. Edit the text.
Ask for signatures
Switch on Require acknowledgment. Employees then see it when they sign in until they've signed.
Publish
Check the text, then select Publish. Employees are emailed that there's a new policy.
Change a policy
Open it and select Edit policy. For a change to what people are agreeing to, tick Material change: require everyone to re-acknowledge. Earlier signatures stay on record, but everyone must sign the new version. Don't use it for a typo. For an uploaded policy, Replace swaps the file; the old one stays in the history.
See who has signed
Each policy shows how many have signed, such as 6 / 8. For each employee and what they're missing, select Compliance. See Track policy compliance.
Policies or notes?
Policies are rules people agree to, with a signed record. Notes are how you do the work, such as a treatment procedure. For those, see Notes: your team playbook.
Check it worked
The policy shows Published, or Pending acks while people still need to sign, with the number signed.
If something goes wrong
Someone says they weren't asked to sign
Check Require acknowledgment is on and the policy is published. The request appears when they next sign in.
Everyone has to sign again
The policy was saved as a material change. That's expected.