Support

Getting Started - Video Tutorials

Setup:

• Adding a User (5:00)
• Creating Roles (3:00)
  
• Managing Your Account (2:00)
  

Documents:

• Adding a Document (8:00)
• Editing or Deleting a Document (1:00)
  
• Managing Document Folders (3:00)
  

Policies:

• Creating & Managing Policy Sections (2:00)
• Adding a Policy (5:21)
• Editing or Deleting a Policy (2:48)
• Understanding and Using PolicyTrak (5:15)

Using the Editor:

• How to Input Your Policy or Document Text (3:31)
• Tips for Preparing Your Policy or Document Text (4:08)
• Features of the Editor (3:46)
  

Frequently Asked Questions

• Subscription
• Technical and Setup
• Policies
• Documents
• Online Training