Questions by Category

CU PolicyPro Frequently Asked Questions

[FAQs Home] [Ask A Question]
  [Advanced Search]
Policies
Can I track changes like in Word?
Yes! This new feature was added in 2016. To learn more about using the Redline...    [Read More]
Can I use CU PolicyPro to keep track of my procedures?
Many credit unions use CU PolicyPro to manage their procedures. ...    [Read More]
Can model policy content be copied to Word?
Yes, model content can be copied from the Model Policies manual into Word. Make...    [Read More]
Do I have to enter my information into the Key Fields database?
No, the system does not require you to enter your content through the key fields...    [Read More]
How can I add a picture or graphic to one of my policies?
To insert a graphic: Make sure your cursor is in the exact position where...    [Read More]
How can I add my existing policies to the manual?
To add a policy from Word into the CU Policies manual, the content must be copied/pasted,...    [Read More]
How can I find a specific policy I am looking for?
In the Policies area, both the CU Policies manual and Model Policies manual...    [Read More]
How can I tell if a policy in my CU Policies Manual is out of date?
The customized policy in your CU Policies manual may be out of date if: The...    [Read More]
How do I add spacing in a numbered list?
The model policies are double spaced to make reading the policies a bit easier. However,...    [Read More]
How do I delete a policy (or policies) from the CU Policies Manual?
A policy can be deleted one of two ways:  At the individual policy level,...    [Read More]
How do I remove the URL from the bottom of the printed policies?
Because this is an HTML document printing from a Web site, your Internet Page...    [Read More]
How often should a credit union’s policies be reviewed by the Board?
Based on guidance from the NCUA’s Examination Manual, in the section...    [Read More]
I have a Word document that has parts that will not copy/paste. There is a jpeg image and an excel document embedded in the document. How can I get these into CU PolicyPro?
Graphics files or images (.jpeg, .gif, .png, etc) or embedded documents in a...    [Read More]
I have deleted a top level chapter folder in CU Policies and now I can't see any of the policies for that chapter. What do I need to do?
If you have deleted a top level chapter folder, don't worry!  Your...    [Read More]
I want to download our CU Policies manual into WORD. How do I do this?
There is no export function to Word, but here is one way you can do this: Publish...    [Read More]
In the model policies, what is the difference between published date, revised date, and reviewed date?
A published date indicates the date that a policy was first created and added...    [Read More]
Is there a way to link documents to a specific policy?
No, unfortunately there isn’t a way to connect an uploaded document to...    [Read More]
Is there anything in CU PolicyPro that I can use to track when our board needs to review our policies?
There is a user defined date field available for “Board Approved Date”...    [Read More]
Question: If I have “addendums” that I want to add to a policy such as sample letters, how do I do that and keep them in their original format?
The policy editor in CU PolicyPro is text based and there is no way to import...    [Read More]
Some policies include numbered within brackets, such as [[2110-1]]. What do these mean and what are we supposed to do with them?
CU PolicyPro model policy content includes a series of Key Fields to assist...    [Read More]
There used to be a printable version of all of the model policies. How can I get that?
We removed the printable model policy manual from the site because of the size...    [Read More]
We have a key field showing in the content, but it does not show in the key fields are below the content. What happened?
This could be caused by one of two things.  The Key Field is not...    [Read More]
What is the best way to email a policy?
For a single policy, from the “Preview” mode of the policy,...    [Read More]
What is the difference between a “Mandatory” policy and a “Compliance Mandatory" policy?
If a policy is “Mandatory”, there is a requirement for the credit...    [Read More]
What polices are required by Federal regulation?
There are several policies that are specifically mentioned or required by regulation...    [Read More]
When a new policy is created or updated, and the Update Overview states “ Recommended,” who is recommending it and why are they recommending it?
The “recommended” designation means there is no law or regulation...    [Read More]
When the NCUA issues a new ruling, why doesn’t an update to the policy appear immediately in CU PolicyPro?
The CU PolicyPro policies are updated once per quarter. The exact release date...    [Read More]
Where can I find the sample/model policies?
All of our model policies are included in the “Model Policies” manual...    [Read More]
Where do I find the redlined files for the policy updates?
To get the redlined documents in CU PolicyPro: Click on the “Resources”...    [Read More]
Why are some key fields listed as
There are some key fields that were previously in use in a policy, but a subsequent...    [Read More]
Why are some key fields listed as "not in use"?
There are several key fields in CU PolicyPro that used to be part of a policy...    [Read More]
Why are there some policies that are not in the manual, such as Foreclosures or HR Policies?
The CU PolicyPro Manual is written from a federal perspective, so certain...    [Read More]
Why doesn't the highlighted text in the policy print?
This is due to an Internet browser setting that is not allowing the background...    [Read More]