Adding a draft 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
If you have policies that are being edited and reviewed, you can create draft policy versions and have them go through the Approval process.
When you add a policy version, you can opt to add the policy document or add an empty version and upload the policy document later.
Note
You can't add new policy versions to an archived policy.
To add a draft policy version:
From the left menu, select Policies.
Select the policy where you want to add a version of your policy document.
The Overview tab displays.
In the Lifecycle section, click +Add version and select Draft.
Note
The Draft option displays only when no policy versions are in the Draft or Approval stage.
The Add policy version window displays.
Enter a 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, with a maximum field length of 12 characters.
Click Create.
The Add Policy Version window displays.
To add an empty policy version, click Done. You can add a policy document and proof at any time. See Adding a policy document and Adding proof to a policy version.
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.
To add proof to the version you just created, click +Add proof.
You can add proof to a policy version at any time. See Adding proof to a policy version.
Add your proof in one of the following ways:
My Computer - To use proof stored on your computer, click My Computer in the upper-left corner.
This <object> - To use proof stored on objects linked to an evaluation or audit request, click This <object>.
Cloud storage integration - To use proof stored in an integration, such as Drive, select the integration’s icon from the Add integration section in the bottom-left corner. Optionally, turn on LiveSync to automatically keep your proof up to date.
Paste a link - Select this option to use a website URL as proof. The URL is rendered as a “Link” file type in Hyperproof; the only information shown in the file is the URL.
Paste an image - Select this option to use a screenshot as proof. 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.
Existing proof - To reuse proof that already exists in your organization, select either Labels, Proof, My Controls, Vendors, Risks, Policies, or Programs from the left menu.
Note
When selecting existing proof on a policy, only effective and retired policy versions display.
Click Add.
The file name displays in the Add Policy Version window.
Click Done.