The purpose of this index is to assist you in locating frequently used articles and updating your previous article bookmarks to the Support Portal article links. Please use the Search tool on Support Portal as your primary method for locating PolicyStat resources.
This index lists frequently referenced articles pertaining to the initial set-up of your local PolicyStat site and user base. Use the Support Portal Search function to locate other articles not listed here.
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User Integration/Setup
These articles describe options available to integrate and import users in PolicyStat, as well as options for Single Sign On (SSO).
- PolicyStat Integration Options
- Integration Factors Overview
- File-Based User Integration - Bulk User Import/Export
- Active Directory Integration
- Single Sign-On (SSO) via SAML 2.0
- Error: AD FS Management
- Error: AADSTS750054: SAML Request or SAML Response must be present as query string parameters in HTTP request for SAML Redirect binding.
- Error: AADSTS50105: The signed in user "username" is not assigned a role for the application
- Error message at SSO login: Your organization's Identity Provider service denied your login attempt. If this persists, please contact your IT department
Initial Document Upload to PolicyStat
Uploading policies and documents from your current methods to PolicyStat is smooth and easy with these simple and interactive tutorials as your guide.
- Pre-Implementation Dashboard Information
- Implementation: Document Naming and Delivery Guidelines
- How do I Zip or Compress a File?
- What is the Implementation Dashboard?
- How do I Upload Files to the Implementation Dashboard?
- How do I Assign Attachments in the Implementation Dashboard?
- How do I Set Properties in the Implementation Dashboard?
- How do I Submit Uploads to the Implementation Dashboard?
- How do I Resolve Duplicates in the Implementation Dashboard?
- What happens during the conversions process?
- How do I mark an attachment as a policy in the Implementation Dashboard?
- Can I view a detailed report of my Dashboard uploads?
- How can I tell if my PDFs are text-based or not?
Post-Dashboard Upload Conversion
This section addresses actions taken after documents have been uploaded to PolicyStat and are either undergoing or have completed the conversion process.
- How do I Review Implementation Holds?
- How do I Accept (or Reject) a Converted Document?
- Should I Accept (or Reject) a Converted Document?
- How to resolve holds for documents missing dates
- How to resolve documents on hold for colored content/background fonts
IT Security
The articles in this section describe technical network requirements and features to ensure your data remains secured.
- Adding PolicyStat as a Trusted Site
- PolicyStat's Security Strategy
- What are the Required Firewall Rules for accessing PolicyStat?
- Where can I Access SOC (System and Organization Controls) Reports?
Technical Specifications and Requirements
Technical requirements for PolicyStat integrations and relevant PolicyStat technical information
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