Login to your Formity user account and click on the relevant Module from the left navigation pane and then press the Policies button. On the Policies screen press Add [Module] Policies. If multiple Companies are setup select the relevant Company and ensure Policy type is correct. Then press Choose file and select the PDF policy document and press Create.
Note if you don’t have a policy document already, you can download our template policy (if available for the Module) by pressing Download Template. Read the disclaimer and ensure you understand it and if in agreement press the Acknowledge button and then Download. The policy template will be downloaded in Word format for you to tailor to your organisation.