Step-by-Step Guide to Accessing, Reviewing, and Managing Policy Documents

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

• Navigate to the left sidebar and locate the Policy Documents link.
• Click on the Policy Documents link to view the document overview.
• Review the Policy Document Overview section for details on various policies.
• Next, proceed to click on View Policy Documents for further actions.

STEP 2: Go to "View Policy Documents"

STEP 3: Click on "Option Menu"

• Navigate to the highlighted area in the "Action" column.
• Click on the three-dot menu icon to access additional options.
• Review the available actions for each policy document listed in the table.
• Ensure to check any required fields marked with an asterisk (*) if applicable.

STEP 4: Click on "View" to Access Policy Details

• Locate the "View" link in the highlighted area of the policy documents table.
• Click on "View" to open the details of the selected policy.
• Ensure you have the necessary permissions to access the document.
• Review the policy details displayed on the new page.

STEP 5: Click on "Option Menu" to Access More Actions

• Locate the "Action" column in the policy documents table.
• Click on the three-dot menu icon highlighted in red.
• This will open a dropdown with additional options related to the selected policy.
• Review the available actions to proceed with your desired task.

STEP 6: Click on "Download" to Retrieve Document

• Locate the "Download" link in the Actions column of the Policy Documents table.
• Ensure you are on the correct document row before clicking.
• Click the "Download" link to initiate the download process.
• Follow any prompts to save the document to your device.

STEP 7: CLICK on "Option Menu"

• Locate the "Action" column in the Policy Documents table.
• Click on the three-dot menu icon in the highlighted area.
• This action will open additional options related to the selected policy document.
• Ensure you have the correct document selected before proceeding.

STEP 8: Click on "Sign" to Acknowledge Policy Documents

• Navigate to the "Action" column in the Policy Documents table.
• Locate the "Sign" button highlighted in red.
• Click on the "Sign" button to proceed with signing the document.
• Ensure you have reviewed the document before signing.

STEP 9: Fill Out Email Address in Policy Acknowledgement Form

• Locate the "Email" input field highlighted in red.
• Enter your email address (required field marked with '*').
• Ensure the email format is correct before proceeding.
• After filling, continue to the next step to fill out the "Signature" field.

STEP 10: Fill Out Signature in Policy Acknowledgement Form

• Click on the highlighted area labeled "Signature" to provide your signature.
• Ensure the email field is filled out correctly.
• Review the acknowledgment text for any additional information.
• Confirm your signature is clear and legible before proceeding to the next step.

STEP 11: Click "I confirm that I have thoroughly reviewed and agree to adhere to the terms and conditions stated in the policy."

• Locate the checkbox labeled "I confirm that I have thoroughly reviewed and agree to adhere to the terms and conditions stated in the policy."
• Click on the checkbox to confirm your agreement.
• Ensure the checkbox is marked before proceeding to the next step.

STEP 12: Click on "Submit" to Acknowledge Policy

• Ensure you have reviewed the policy thoroughly.
• Confirm your agreement by checking the box.
• Click the Submit button located at the bottom right of the dialog.
• If needed, you can click Cancel to exit without submitting.