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Creating, Uploading, & Renewing Policies

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Written by Shannon DeLange
Updated today

Use Vanta's Templates

  • From the Policies page, select Start for the policy you would like to work on

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  • From here, you can import your policy or take advantage of Vanta's templates and policy editor

  • Creating the policy from scratch will take you to the predefined template

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  • Use Vanta's template to create a policy that reflects your organization's needs

    • Using the policy editor

      • Use a pre-established template

      • Make any necessary edits

      • Submit for approval

      • You can also delete and reset the template by selecting Delete and Reset in the top right-hand corner of the policy editor page.

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  • Once the edits have been made, select Submit for approval

  • Choose the approver

  • If you are the approver, you can approve the document. You can assign the approval to someone else if you do not wish to be the approver.

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  • Once approved, the policy can be assigned to employees in onboarding settings.

  • If the policy has already been assigned to employees, you can ask them to reaccept it once the pop-up model approves it.

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Create a New Version

  • Open the designated policy

  • Select Create a new version

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Upload a File

  • Select the policy title

  • Select Upload a file from the computer

  • Select Upload to select the file from your device, or drag and drop the document into the highlighted space.

Please Note:

  • Currently supported file types are .docx and .pdf, and must be 50 MB or less.

  • Importing a .docx file may result in altered formatting from the original document.

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Sync a File

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Please Note:

  • Currently supported file types from Google Drive are Google Doc and .pdf

Renewing a Policy

  • If you don't need to change a current policy and would like to renew it, open the policy and select Renew

    • If the policy has already been assigned to employees, you can ask them to reaccept it once the pop-up model approves it.

  • Select Renew