General Policy FAQ

You can create a custom document by clicking the Create button on the document list screen. For more information, see Creating a New Custom Document.

You can edit a document by opening the document and navigating to the Builder. The document can be configured to include various sections in a layout that meet the needs of your organization. For more information, see Building and Editing a Document.

Yes. OneTrust has created the Policy Gallery to assist with building enterprise policies. See, Using the Policy Gallery for more information.

You can use the Policy Builder or MS Word Online to configure content. For more information, see Building and Editing a Document.

Once you configure a document, click the Publish button to publish your updates. The Save button will save all changes made to a document without publishing. For more information, see Building and Editing a Document.

Yes, document owners receive email notifications when a document is expiring or has expired.

If a document has multiple owners and one owner is deactivated, email notifications sent to policy owners will continue to list all owners in the email template, including the deactivated user. Once the deactivated user is manually removed from the document and emails are triggered again, the inactive user will no longer appear in the email template.

You can add and manage controls to individual sections of a document by clicking the Manage Controls button when editing a document. See Managing Controls in the OneTrust Builder for more information.

You can track the change history of a document by accessing the Activity tab on the Details screen.

To create a new version of an existing document, open the document and click the Create New Version button. This will open the Builder, where you can edit the new document.

You can use the Workflows menu to help manage your documents by creating various stages. This will help your organization track all implemented documents. For more information on configuring workflows, see Adding and Editing Policy Workflows.

You can now build advanced workflows to configure approval stages, assign approvers, and automatically launch email notifications when approval is required. For more information on creating advanced workflows, see Creating Advanced Workflows.

You can create and send attestations from published policies in the Policy module. To create and send an attestation, navigate to the Attestations menu. For more information, see Adding, Editing, and Canceling Attestations.

You can relate assets, processing activities, vendors, entities, policies, standards, and procedures to a document using the Related tab on the Details screen. For more information, see Relating Inventories to a Document.

You can link and manage the controls related to a document using the Controls tab of the Details screen. For more information, see Linking Controls to a Document.

You can use the Attribute Manager to create custom attributes for your documents. For more information, see Adding, Editing, and Deactivating Policy Attributes.

Custom attribute fields will display when creating and editing documents.