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 an entire document. Here are the options for handling this type of content:

  1. If it is a graphic file or image, the file can be uploaded and inserted into a policy.
      
  2. Content can be copied/pasted or manually typed in the system – however, this can be time consuming and the end result may not look exactly the same as the original document, especially if it’s a heavily formatted document such as a form. Letterhead or special fonts or graphics on a sample letter may not translate properly.
     
  3. If you need the document exactly as it is, it can be uploaded in the storage area, with a reference to the document in the policy in your manual. For instance the policy may say something like this: “A sample of the letter indicated in this policy can be found in the “Manager [or Employee] Resources” folder of CU PolicyPro.”
     
  4. Another consideration is to determine whether that content really is part of the policy, or is it reference or example material, or perhaps procedural in nature. Sample content may not need to be included in the policy.

If you have additional questions, please contact the CU PolicyPro Support staff at policysupport@cusolutionsgroup.com.
 

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