Guides

Upload existing policy documents


title: Upload existing policy documents

Upload your own policy documents

Many companies already own policy documents, which they maintain themselves. These documents can be used inside Tidal Control by uploading them in the Policies page. When starting a policy, the selection menu allows you to upload existing documents and link them to a policy. Select the "Upload file from your computer or search through uploaded files" option.

Start menu.

When this option is selected, a new window pops-up, allowing you to upload your file. You can either click the Drag and Drop window or directly drop files into the box. When clicking the box, a file explorer opens and allows you to navigate to, and select the required file.

Upload your file

Once the file is selected or dropped into the box, it will be automatically uploaded and linked to the policy. In the overview, the uploaded files are designated by the paperclip icons. Uploaded files can be managed from the overview page. For more information on the management options, refer to the Manage your policies guide

Policies Overview

When a new version of the document is ready, it can be linked to the policy. In the manage menu, click the Upload other file option. This will bring back the upload menu. This will automatically upload and link the new file. However, the Approval state of the policy will be reset, since there is a new document linked.

Link other document