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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.


  • In the Administration menu, click the Policies tab.


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


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


  • Click View Policy.


  • The document will be presented for reference.


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