Adding a retired policy version
Roles and permissions
The following roles can add versions to a policy:
Administrators with manager or contributor permissions for the policy
Compliance managers with manager or contributor permissions for the policy
Users with manager permissions for the policy
A policy version contains the following:
A version of a policy document
Current stage of the version. Stages include Draft, Approval, Effective, and Retired.
Dates that the version was created, reviewed, approved, and retired, if applicable
Proof providing evidence that the document has been approved or attesting to employee acceptance
Policy versions and their associated documents are automatically retired when a new version becomes the effective version. A list of retired versions is displayed on the Overview tab. View details for retired policies by selecting the correct Version ID in the View drop-down on the Document tab. See Viewing a policy document.
If you have retired policy documents and want to include them in Hyperproof for historical purposes, you can add those policy versions directly into Hyperproof without going through the Draft and Approval stages.
To add a retired policy version:
The Add Policy Version window displays.
From the left menu, select Policies.
Select the policy where you want to add the retired version.
The Overview tab displays.
In the Retired section, click + Add retired.
The Create policy version window displays.
Complete the following fields:
Version ID - This field is required and must be unique within the selected policy. A version ID might be a version number or a year, such as Ver-1 or 2025. Version IDs can be a maximum of 12 characters.
Effective - Date the policy version became effective.
Approved - Date the policy version was approved.
Retired - Date the policy version was retired.
Click Create.
To add an empty policy version, click Done. You can add a policy document at any time. See Adding a policy document.
To add a policy document to the version you just created, click +Add policy document.
Select the policy file from one of the following:
Note
Only the Cloud Storage option supports LiveSync to automatically update a file in Hyperproof when changes are made to the source file. All other options require that you manually update the file when changes are made to the source file.
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. Only the Name, Link, and Description are displayed in the document viewer. No other data is stored in Hyperproof. Anyone attempting to view this file must click the link to open it.
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 sync changes on the cloud file to Hyperproof.
Click Add.
The document file name displays in the Add Policy Version window.
Click Done.