To add a policy from Word into the CU Policies manual, the content must be copied/pasted, regardless of whether it is in Word, Excel or PDF.

If the policy does not yet exist in the CU Policies manual, you must create it first. Click here for instructions.

To Copy/Paste from Word, we recommend either pasting the content in as plain text or using the “Paste from Word” icon. We recommend watching Segment 5, the “Paste from Word” tutorial in the New User training video series for best practices for pasting from Word into CU PolicyPro.

Documents can also be uploaded in the CU Documents area, however, they will not be part of the CU Policies manual.

PDFs generally will lose most formatting when copied/pasted. Contact support at policysupport@cusolutionsgroup.com for assistance if you have PDF content to be added to the CU Policies manual.

Excel files can be copied/pasted to the CU Policies manual, however, there can be formatting issues, especially for a wide spreadsheet. We recommend contacting support at policysupport@cusolutionsgroup.com for assistance if you have Excel content to be added to the CU Policies manual.