Platform ❙ Use policy

Speaking of use policy...

Use policy is a platform feature that allows to add documents, either in PDF format or articles posted in the platform – in communities or document browsing –, established as the company’s use policy.

It is possible to add a single default document – visible to all languages supported by the platform – or a document for each language. It is also possible to mark it as a document that required consent, in order for it to be presented to all users as a Consent form.

After the company’s use policy is configured, it can be viewed by users through the Use Policy link, located on the bottom section of the platform.

It is important to note that documents assigned as use policy are automatically made available to all platform users.

View all use policies

01. In the main menu, click Control Panel, then check People container and click Use policy.

02. View all existing use policy documents.

Add documents to the use policy

01. In the Use policy screen, click Add.

02. Click Select.

03. Locate and select the document to be established as the use policy.

04. Define other requested information.

05. Click on Confirm.

View use policy document

01. In the Use policy screen, select the document to be viewed.

02. Click View.

03. View the use policy document.

Edit use policy document

^{This configuration refers to the use policy record. To make changes to the document or article linked to the use policy, edit it via document browsing. If the document is defined as a consent form, each new version or review will require acceptance by all users accessing the platform.} 

01. In the Use policy screen, select the document to be edited.

02. Click Edit.

03. Edit information related to the use policy document.

04. Click Confirm. 

Delete use policy document

01. In the Use policy screen, select the document to be deleted..

02. Click Remove.