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How to upload supporting documentation to a policy

Updated this week

This article explains how you can upload supporting documentation and links to your policies within Policy Hub. Adding documents such as guidelines, legal acts, stakeholder materials or other resources helps provide additional context and ensures your learners have everything they need in one place.

Steps to upload supporting documentation

  • Go to the Management Console by logging into your account

  • Use the search bar to find the policy you want to update

  • Open the policy and select the Supporting Documents tab to view and manage attachments

  • Select Add file to upload a supporting document

  • Complete the fields by providing a Name for the document and adding a Description to clarify its purpose

  • Choose whether the document should be Visible to Learners. When set to Yes, learners will see the document on the left side of the policy panel and will be able to download it once the policy is assigned

  • Select your file and choose Add file to upload it

Adding a supporting link or URL

If you prefer to attach a link rather than a file, you can add it under the Supporting Files area.

  • Enter the Name of the link

  • Provide the URL for the external resource

  • Save your changes so the link becomes available within the policy’s supporting documentation list

Conclusion

You now know how to upload supporting documentation and links to your policies in Policy Hub. If you need help or have any questions, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].

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