Policy Writing Options - Link a Policy from a Document Management System

How to Link a Policy from a Shared Drive/Central Document Repository

If you prefer to keep your policies in Google Docs, a central company drive, such as SharePoint, or a document management system, such as IManage, you can do this and link your documents to the policy record in C1Risk. Here, you gain the advantage of keeping the document in a centralized company folder, maintaining the full functionality or Word or Google Docs, while still retaining the review, approval, archiving, control mapping, and audit trail capabilities provided by C1Risk. 

1. Create a new policy record (Write and publish documents in the C1Risk Platform.)
2. OPTION 1: Copy and paste the link into the Content field.
3. Select ENTER to make the link live.
4. OPTION 2: Insert the link in the Add Link Option.

Option 2

5. Follow the steps to add collaborators, controls and choose review options. (Write and publish documents in the C1Risk Platform.)
6. When the document is sent for review and/or published, the live link will be visible to reviewers/users. 

How to Add an Attachment to a Policy Record

Most document formats can be attached to a policy record from the record itself. Here, you gain the advantage of keeping the document in Word or Google Docs, while still retaining the review, approval, archiving, control mapping, and audit trail capabilities provided by C1Risk. 

1. Open a new or existing policy record.
2. Add the attachment using the attachment link.