Migrating a policy document
Roles and permissions
The following roles can download a policy document or file:
Anyone with manager or contributor permissions for the policy.
If you have uploaded a policy document in DOCX format, you can use the migrate feature to bring that document into the policy editor and remove the tie back to the document in the source repository. Once you have migrated a document into the policy editor, it can only be edited in the policy editor.
Note
You can only migrate a policy document when the associated policy version is in the Draft stage. When a policy becomes effective or is retired, all editing functionality is locked.
You can't replace a policy document that has been migrated to the policy editor.
From the left menu, select Policies.
Select a policy.
Select the Document tab.
Select the Draft version from the drop-down in the View field.
The policy document associated with the selected version displays.
Click the + Migrate button.
The .DOCX file is migrated to the policy editor, and the editing tools display across the top of the editor window.