Comprehensive Guide to Accessing, Reviewing, and Exporting Policy Documents

4 mins read · Updated 29 Sep, 2025

STEP 1: Click on "Policy Documents" to Access Document Overview

  • Navigate to the left sidebar and locate the "Policy Documents" section.
  • Click on the "Policy Documents" link to view the Policy Document Overview.
  • Review the list of documents, including their acknowledgment and signature requirements.
  • Ensure to check any highlighted areas for specific actions or information needed.

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STEP 2: Click on "Report" to Access Document Overview

  • Navigate to the left sidebar and locate the "Report" option.
  • Click on the "Report" link to view the Policy Document Overview.
  • Ensure you check the acknowledgment and signature requirements for each document listed.
  • Review the details for each policy document displayed in the overview table.

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STEP 3: Select "Policy Document"

  • Click on the "Policy Document" section to view the relevant documents.
  • Ensure you are on the correct page by checking the highlighted area.
  • Review the list of policy documents displayed below.
  • Look for any specific documents you may need to access or export.

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STEP 4: Click on "Export" to Download Policy Document

  • Locate the Export button at the top of the policy document table.
  • Click on the Export button to initiate the download of the policy document.
  • Ensure all necessary data is displayed before exporting.

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