# Policy Management Portal ## **Affinity Policy Management Portal** The Affinity Policy Management Portal allows your organization to centralize and manage all compliance, HR, security, and operational policies. Whether you import documents or create new ones inside Affinity, the platform supports the full lifecycle of a policy from creation to attestation. This guide provides an overview of how to use the Policy Editor and the Policy Management Portal inside Affinity. {% embed url="" %} *** ## **Navigation and Organization** ### **Policy Dashboard** When your plan includes policy functionality, a Policies tab will appear in the left navigation. This section includes: * Company Policies * My Policies * Workflows You can also organize policies into folders to group similar policy categories such as HR, IT Security, or Enterprise Governance. *** ## **Creating and Importing Policies** ### **Importing an Existing Policy** Most teams begin by importing an existing PDF or Word document. To import a policy: 1. Click **Import** 2. Enter a name for the new policy 3. Click **Choose File** and upload your document 4. After uploading, you will be redirected to the Policy Management Page #### **What You See After Importing** The policy page displays: * Version and revision history * Reviewers and workflow state * Change logs * Supporting evidence * Current policy state such as Draft or In Review You can also open **Manage Document** to preview the content and view the attestation experience. *** ## **The Policy Editor** Affinity includes a rich and flexible policy editor that supports: * Auto saving * Checkpoints for saving progress * Multi page documents * Rich formatting * Attestation questions and optional additional questions To begin editing, click **Edit Content**. The editor can be used to create simple one page policies or fully structured multi section policies. *** ## **Approval Workflows** Before becoming live, every policy goes through an approval workflow. Workflows can be simple or complex depending on your organization’s needs. ### **Creating a Workflow** You can create reusable workflows with: * A single approval step * Multiple steps such as Compliance, Legal, and Board Review Each step can include internal reviewers or external contributors. ### **Reviewing a Policy** Reviewers can open their review link to: * Read the policy * View change logs * See document history and comments * Approve the policy * Request changes * Reject the policy Reviewers receive email notifications when it is their turn. You can also generate a link to send directly through Slack or email. If a reviewer requests changes, authors can upload a new version of the document. *** ## **Versioning and Change Logs** When uploading a new version while a policy is in review, authors can: * Notify reviewers * Auto generate a change log * Edit changes manually Affinity compares versions and highlights differences. You can choose to make the change log visible to reviewers to streamline the approval process. *** ## **Advancing Through Workflow Stages** Each workflow step can be advanced automatically or manually. * Automatic: The next step starts immediately after approval * Manual: An admin manually advances to the next stage Admins may override a reviewer’s status if approval has been provided outside of the platform. You may also export a detailed report showing review actions and timestamps for audit purposes. *** ## **Adding Evidence** Evidence is optional additional documentation that supports the policy. Evidence may include: * Board meeting minutes * Research materials * Supporting documentation Only administrators can see evidence. It stays attached to the policy version for reference and audit readiness. *** ## **Publishing a Policy** When all workflow steps are complete, click **Publish** to make the policy live. A live policy can be: * Assigned immediately * Added to recurring schedules * Used to create next year’s version Each policy includes quick actions such as downloading, creating a new version, viewing approval reports, and reviewing history. *** ## **Assignments and Attestations** Policies can be assigned to individuals or groups inside your Affinity organization. From the Assignments page, you can: * View all policies and their assignment details * Preview the attestation experience * Generate a share link to distribute directly * Assign to individual learners Policies can also be attached to recurring schedule workflows to ensure that new learners are automatically assigned the correct policies and existing learners re attest on a regular cadence. If your account uses Cora, Affinity’s LearnerGPT, policies can also appear inside the learner experience. *** ## **Lifecycle and Version Groups** Affinity tracks all versions of a policy over time. Each version may be in one of the following states: * Draft * In Review * Live When a new version is ready, you can promote it to the live version inside its version group. Old versions remain available for auditing and history. You may also download a report that shows approvals and changes across the entire version history. *** ## **Creating a Policy From Scratch** Instead of importing, you can create a policy entirely inside the Affinity editor. This option provides: * Auto saving * Checkpoint creation * Multi page support * Rich formatting * Support for question components This is ideal for teams who prefer to maintain native editable policies rather than uploading documents. *** ## **Conclusion** Affinity provides a complete system for creating, reviewing, approving, publishing, and assigning policies. The Policy Management Portal ensures your policy library remains accurate, organized, audit ready, and seamlessly integrated with your compliance training workflows.