Replacing a policy document
Roles and permissions
The following roles can replace a policy document in a version:
Administrators with manager or contributor permissions on the policy.
Compliance managers with manager or contributor permissions on the policy.
Users with manager or contributor permissions on the policy.
In Hyperproof a policy contains one or more versions and each version contains a single policy document or file. Once a policy version has been created, you can upload a policy document or file. See Understanding policy versions and Adding a policy version for more information on versions. Documents can be added to an empty version or replaced on a version with an existing policy document.
Note
If the LiveSync option is toggled on for the file you are replacing, you must toggle it off first, select the new file, and toggle it back on if applicable.
To replace a policy document in a version:
From the left menu, select Policies.
Select the policy where you want to add the policy file.
The Details tab displays.
Select the Versions tab.
Select the correct version from the Version drop-down.
If LiveSync is toggled on for the current file, toggle it off.
When LiveSync is off, the Sync now button changes to + Replace file.
Click + Replace file.
Select the new policy file from one of the following:
My Computer - To select a file on your computer, click My Computer and browse for the file you need.
Paste an image - Select this option to use a screenshot as your policy file. Take a screenshot (Cmd-Shift-5 on Mac, Shift-S on Windows), copy it to the clipboard, and then paste it in Hyperproof. Chrome users may need to allow this functionality. If prompted by the browser, refresh the page after clicking Allow.
Paste a link - Select this option to use a website URL as your policy file. The page's URL and title are displayed in the document viewer. The URL is added to the Published URL field on the Versions tab.
Cloud storage integration - To use a file stored in an integration, such as Google Drive, select the integration’s icon from the Add integration section in the bottom-left corner. Optionally, turn on LiveSync to automatically keep your file up to date.
Click Add.
The policy file displays.