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The purpose of this index is to assist you in locating frequently used articles and updating your previous article bookmarks to the SupportHUB article links. Please use the Search tool on SupportHUB as your primary method for locating PolicyMedical resources.
This index lists frequently referenced articles about using PolicyManager. Use the SupportHUB Search function to locate other articles not listed here.
Adding PolicyManager to your Trusted Sites List
Allowing Anonymous Users to Create Tags
An alternate way to edit documents
Change a committee on a document
Editing Excel Files through the Edit Online feature of PolicyManager
Error with Publishing Excel Documents
Exporting a Large Report to Excel
Find and Replace Document Roles
How can agents leverage knowledge to help customers?
How can I add/remove an IP Address to my restricted site?
How can I copy a document link
How can I remove an Individual from an Attestation?
How do I access the Table of Contents or folder structure?
How do I add a user to the system?
How do I change my login information such as first name and username?
How do I circulate a document?
How do I create a new folder in the system?
How do I create an Announcement?
How do I create and delete Department/User Group
How do I customize my Help Center?
How do I deactivate or reactive a user from the system?
How do I delete documents that are not published or published?
How do I make a change to the existing Profile Management?
How do I publish my content in other languages?
How do I remove a user from Committee Management?
How do I replace an existing Publisher?
How do I reset someone's password?
How do I search for documents? And are there multiple methods that I can use to search?
How do I see who and who has not attested??
How long do new policies stay listed in the new policy section on the home page?
How to add a user to a committee?
How to add an additional Author to a project that is already started
How to Add Someone to an Existing Attestation
How to check for archived versions of documents
How to Complete a Task in Projects
How to complete an assigned task in projects
How to create a digital signature in PolicyManager
How to download files from PolicyManager onto USB/CD
How to edit a document using Projects?
How to mass find and replace a creator on a document.
How to mass find and replace next review dates
How to Mass Upload Documents using a Zipped Folder
How to Overwrite a Retired Document
How to remove a document from Project Mode
How to Remove PolicyManager from Compatibility View
How to run a report for all the documents in PolicyManager
How to run a report for documents that existed during a specific time period?
How to run an attestation report
How to see a document is due for review
How to set-up Attestation for Anonymous Users
How to view or download Retired Documents from Document Tree Set-up
Once I save a policy into a folder, can it be moved to a different folder??
Using Download-Upload Feature to Edit Document
Using the search tool in Policy Manager
What are the three different coloured boxes located on the homepage and on the top right hand?
What do I do when I have a blank page while trying to edit a document?
What is Department Management and why would I use it?
What is Linked Content Management?
What to do when a document fails during publishing?
What's the Difference Between SSO, LDAP and SAML?
When and how are policies archived?
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