Evidence workflows
Generate policy drafts
Populate template variables, generate a policy and review its content before sending it for approval.
Generate a draft
- Set the organization and policy variables.
- Open Documents and choose the policy.
- Generate the draft and read it in full.
- Replace placeholders and adapt responsibilities, systems and procedures to your organization.
- Save the reviewed text as a new version.
Generate one policy first to check the variables before using the bulk generation action.
Preserve the review
Review version history before editing an existing policy. If another person has saved a newer version, reload it before retrying; do not overwrite their work from a stale editor.
Generated text is a starting point. It is not an approved policy, evidence that the procedure operates or legal advice.
Next step
Approve the reviewed version. After approval, request staff acknowledgements.