Linking a policy in your library to a policy in The Desktop library

Linking a policy in your library to a policy in The Desktop library

All your policies for your service will sit within "My Library/Policies"

The Desktop Policies can be found within  "Desktop Library/Policies"

Why link policy documents?

When you link one of your policies with a policy from The Desktop Library, you will be alerted each and every time the policy is updated by The Desktop Compliance Team.  This powerful feature will ensure you keep your policy documents up-to-date always and are aware of important Regulatory changes.

You will see any linked policies that have amendments on your Dashboard;

New Policy Updates

How to link policy documents

There are 2 ways a policy can be linked with The Desktop policies.

Linking policies you have created from scratch or via upload
  1. Click on any policy in the table view to edit the policy. 
  2. Select the "link policy" tab
  3. A list of all available Desktop Policies will be visible and from here simply select the required policy you want to link to, by clicking the radio button
  4. If you cannot find the policy you are looking for, you are also able to search for the suitable document within this screen

Linking policies which have been cloned from The Desktop Library

By default, any policy that has been introduced to Your Library by cloning it from The Desktop Library, will automatically be linked the the original policy in The Desktop Library

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