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Downloading a policy document

Roles and permissions

The following roles can download a policy document or file:

  • Administrators with manager or contributor permissions for the policy.

  • Compliance managers with manager or contributor permissions for the policy.

  • Users with manager or contributor permissions for the policy.

If you need a copy of the policy document, you can download the file from the policy Versions tab.

  1. From the left menu, select Policies.

  2. Select a policy.

  3. Select the Versions tab. Documents are shown by default based on their stage in the following order:

    • The version that is in the Draft or Approval stage

    • The current effective version

    • Most recently retired version

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

    The policy document associated with the selected version displays.

  5. Click the drop-down arrow on the + Replace file button and select Download.

    Or

    Click the Download button.

    Note

    Download options vary based on the stage of the version selected.

    The file is downloaded to your default download location.

Note

If you have LiveSync toggled on for this file, click the drop-down arrow on the Sync now button to access the Download option.