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What is the best way to email a policy?
For a single policy, from the “Preview” mode of the policy, you can either print it to PDF (most of our credit unions have the ability to do this – if you don’t, you can check with your IT staff to see if it can be installed for you) or you can also copy the text from the preview mode and paste it into a Word document. It will hold the formatting and can be saved and emailed that way.
For multiple policies, we recommend publishing those particular policies and either of the above methods will also work from a published manual (note: a PDF option is available for published manuals).
If the manual is published, you can also post it on the home page and provide access with an ID/PW for users to open the document themselves. Having users login to access policies is also a more secure method than emailing your policies.
If you have any additional questions or need further assistance, you can contact the support team at policysupport@cusolutionsgroup.com
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