COMPLIANCE CHATTER

Summer Series

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Providing compliance reminders and resources all summer!

This week’s topic: Finding what you need in Policy Manager

How do I find a document in Policy Manager

if I don't know the exact title?

1. Search using keywords. These may be terms that appear in the document, or abbreviations, acronyms, common misspellings, and synonyms.


2. Use the Advanced Search feature and limit results by using filters.


3. Favorite your frequently referenced documents to find them quickly and refer to your recent documents page to see what you've previously viewed.


For step-by-step guides on these topics, visit the Help Center after logging into Policy Manager. If a document is difficult to find in Policy Manager, please let the Policy team know.

More Policy Manager Resources


View the Advanced Search Tip Sheet


Revisit Introductory Policy Manager Training

More Policy and Compliance Resources

Contact the Policy Team
Policy Manager Resources Manual
More Compliance Clips and Chatters
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