No, unfortunately there isn’t a way to connect an uploaded document to a particular policy. If you want the document integrated with the policy, it must be included as part of the content of that policy in the CU Policies manual, which requires it to be copied/pasted. What many credit unions do because of the more complex formatting of forms and other documents is to upload them through the CU Documents area. These documents can be posted on the homepage along with the published manuals. This way, if your staff or board is logging into CU PolicyPro to see the policies, they can also see and print the other documents and forms.

Many credit unions who have related documents like this will refer to the document(s) in the policy at the end (i.e. “See associated form ABC.doc which can be found in the ‘ CU Documents - Employee Access:’ folder in CU PolicyPro” – or sometimes they will put in on their network and refer to the network location).

If you have any additional questions or need further assistance, please contact the support team at policysupport@cusolutionsgroup.com.