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Downloading a policy document

Written by Hyperproof Support
Updated this week

Roles and permissions

The following roles can download a policy document or file:

  • Anyone with manager or contributor permissions for the policy.

If you need a copy of the policy document, you can download it from the policy Document tab.

  1. From the left menu, select Policies.

  2. Select a policy.

  3. Select the Document tab. Documents are shown by default based on their stage in the following order:

    • The version that is in the Draft or Approval stage

    • The current effective version

    • Most recently retired version

  4. Select a version from the drop-down in the View field.

    The policy document associated with the selected version displays.

  5. Do one of the following:

    • Click the drop-down arrow on the + Replace file button and select Download.

    • Click the drop-down arrow on the Edit button and select Download.

    • Click the drop-down arrow on the Sync now button and select Download.

    • Click the Download button.

    Note: Download options vary depending on the selected version's stage and whether the document is being created or edited in the policy editor.

    The file is downloaded to your default download location.

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