Content
PolicyManager™ System Administrator
Learning Resources
Our knowledge portal has a comprehensive list of FAQs and Step-by-step Guides that will cover most of your needs and is easily navigable using our powerful search tool.
Below you will find a list of handpicked support materials from within our portal that are catered towards the needs of a PolicyManager System Administrator.
Document Tree Setup and Document Upload
Step-by-step Guide: Document Tree
A guide to using navigating the Document Tree, the primary tool used to organize and manage documents.
https://rldatix-public.zendesk.com/hc/en-us/articles/10341266837788-Document-Tree-Setup
Department/User Group Management
Step-by-step Guide: Department and User Groups Management
A guide to setting up Departments/User Groups as well as setting up attestations and restricting access to folders and documents.
https://rldatix-public.zendesk.com/hc/en-us/articles/10341164076700-Department-User-Group-Management
Profile Management
Step-by-step Guide: Profile Management
Multiple profiles can be created, allowing Admins to segment users, and more closely control what features of the system they can access.
https://rldatix-public.zendesk.com/hc/en-us/articles/10458439342620-Profile-Management
User Management
Step-by-step Guide: User Management
A guide to adding and managing users within the system.
https://rldatix-public.zendesk.com/hc/en-us/articles/10458417961756-User-Management
Committee Management
Step by Step Guide: Committee Management
A guide on how to use the committee management function.
https://rldatix-public.zendesk.com/hc/en-us/articles/10458416016668-Committee-Management
System Preferences
Step-by-step Guide: System Defaults
Setting up application defaults by site and/or entity.
Step-by-step Guide: User Titles
A guide to adding, deleting, and assigning User Titles.
https://rldatix-public.zendesk.com/hc/en-us/articles/10458416005148-User-Titles
Step-by-step Guide: Document Templates
A guide to uploading Document Templates to be used as a starting point for creating policies in Projects.
https://rldatix-public.zendesk.com/hc/en-us/articles/10458403426204-Document-Templates
Step-by-step Guide: Anonymous Privileges
Modifying Privileges for Anonymous Users.
https://rldatix-public.zendesk.com/hc/en-us/articles/10458403421980-Anonymous-Privileges
Step-by-step Guide: System E-mails & E-mail Notifications
A guide to managing e-mails that are generated from the system, including the frequency and to whom they are sent.
Step-by-Step Guide: Workflow Templates
A guide to creating Workflow Templates, which will save you valuable time when creating and updating policies in Projects.
https://rldatix-public.zendesk.com/hc/en-us/articles/10458403440284-Workflow-Templates
Step-By-Step Guide - Site Restriction
Restricting access to the application.
https://rldatix-public.zendesk.com/hc/en-us/articles/10458439277340-Site-Restriction
Step-by-step Guide: Linked Content Management
A guide to uploading websites, videos, images, and documents, that can be linked to your policies, increasing utility for your users.
https://rldatix-public.zendesk.com/hc/en-us/articles/10458456693532-Linked-Content-Management
Step-by-step Guide: Announcements
How to create and delete public announcements viewable by everyone.
https://rldatix-public.zendesk.com/hc/en-us/articles/10458403427484-Announcements
Step-by-step Guide: Find & Replace
Mass replacing metadata.
https://rldatix-public.zendesk.com/hc/en-us/articles/10458403077276-Find-and-Replace
Step-by-step Guide: Custom Meta Data
A guide to creating Custom Meta Data which will allow users to create personalized fields.
https://rldatix-public.zendesk.com/hc/en-us/articles/10458439410844-Custom-Meta-Data
Step-by-step Guide: Sign-off Management
Adding digital signatures to documents.
https://rldatix-public.zendesk.com/hc/en-us/articles/10458403314972-Sign-off-Management
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