Viewing Policy from Onboarding Policies

Excerpt From An Article

This article is an excerpt from another article: Complete Guide to Policies for Onboarding

If a policy has a document attached, you can view the document from the Policies page.

If the policy does not have a document attached, the "View Policy" option will not be listed.

Navigating to Onboarding Policies
  • Click Administration from the top menu bar of Onboarding.

    Onboarding_-_Admin_-_Administration.png

  • In the Administration menu, click the Policies tab.

    ONB_Administration_Menu_-_Policies_-_00.png

  • From the Policies page, you will see any existing Onboarding policies or Upload Document Types.

    Policies_-_Menu_-_00.png

  • Under the Actions column, click the ... button.

    Policies_-_Actions_-_00.png

  • Click View Policy.

    Policies_-_View_Policy_-_00.png

  • The document will be presented for reference.

    Policies_-_View_Policy_-_01.png

  • When finished reviewing the document, click Close at the bottom of the modal window.
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