Adding a Multi Site Policy

Please be aware, that you need to create categories first, before you will be able to add any policy documents. 

To add a multi-site policy document, click +new multi-site document. 

Fill in the document title, date, allocation level- this is where you set the reporting level at which you need to document to sit, category, review date and document owner and click save. 

You will then be able to attach your document via the document upload section. Click +add files and then start upload. 

If you need to add any actions, you can do so at the bottom of the screen via the +new action. 

For more information on adding actions, click here.