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Viewing a policy document

Roles and permissions

The following roles can view a policy document in a version:

  • Administrators who are members of the policy

  • Compliance managers who are members of the policy

  • Users who are members of the policy

A policy version is the main component of a Hyperproof policy. Other components include proof files to provide evidence that the policy has been approved, read, and signed, and approval information.

Note

You can only view policy documents, if the document file type is supported by Hyperproof. See Viewing proof for a list of file types supported by the Hyperproof viewer.

To view a policy version:

  1. From the left menu, select Policies.

  2. Select a policy.

  3. Select the Versions tab.

  4. Select a version from the drop-down in the Version field.

    The policy document associated with the selected version displays.

In addition to the policy document, you can view the associated file properties in the Source file section of the window. Some of these fields are not editable.

File property

Description

Share link for draft

This is the URL where team members can access the source policy document. For example, if you are editing your policy document on an external cloud-based service, such as Google Drive, the URL for that document displays here. The URL is generated when you select a document from a cloud-based service.

File name

File name of the uploaded file.

File version

The Hyperproof version number assigned to the selected file. This number is incremented each time the document or file is replaced or updated.

Last updated

The date the field was last updated.

Updated by

User who last updated the file.

File type

Displays the file type and type icon for the file.

Source

Source of the uploaded file. Values include Computer upload, link to a URL, or the cloud service where the file was hosted when it was uploaded.

Size

Size of the uploaded file.