Save time updating your policies with Vanta's Bulk Update Policies feature. This feature functions as a search and replace, allowing you to simultaneously update words and phrases across multiple policies and drafts created using the Policy Editor.
This function does not currently apply to policies created using the Policy Builder.
Bulk Updating Policies
- From the left-hand navigation panel, select Policies
- From the top right-hand corner, select the More dropdown
- Choose Bulk Update Policies
- Type in the text you would like to replace. Vanta will search for this text among all policies
- Choose from the following options regarding the syntax of your text
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Use company name
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Case insensitive
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Search should be case insensitive
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Match the whole word
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Update should only be applied where the search matches the whole word. If not selected, the update can be applied to parts of words.
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If you want to update only drafts, choose 'Updates should be contained to only policies in a draft state. If not selected, this will create draft versions for approved policies.'
Note: Editing is limited to policies that are in a 'Draft' or 'Approved' state.
Policies that are 'Pending Approval' must first have the approval request cancelled to return the policy to a draft state before edits can be made.
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- Select Next
- You will then be notified of how many instances of your defined text will be replaced
- Select Update
- Select Update when you are ready to make the changes
Updated