Edit Policy Content in Scrut's Editor
Who can use this feature
- Supported on Foundation, Growth, and Scale plans
The Policy Editor is an in-platform tool that helps you create, edit, and format policies and enhance team collaboration. It helps you:
- Save Time: Quickly draft policies using built-in templates and pre-defined sections.
- Collaborate Effectively: Use comments to request feedback and clarification from team members.
- Ensure Consistency: Leverage formatting tools to maintain a unified structure and style across all policies.
Step 1: Open the Policy Editor
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Log in to Scrut and click Compliance → Policies in the left panel.
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Navigate to the All Policies tab and create a new policy or open an existing one.
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On the Policy Details page, scroll to the Attachments section and click Create Policy.
Heads Up!
Scrut pre-populates the editor with a sample policy template, that you can edit and modify, as per your requirements. However, note that the sample template is not available for custom policies.
Step 2: Edit and Format Content
You can edit and format the content using the tools available on the toolbar at the top.
Use the icons in the toolbar at the top to add and edit text, format paragraphs and spacing, include a table of contents, etc. Here’s a cheat sheet to help you get familiar with the various icons on the toolbar.
Step 3: Download and Preview
After you finish editing:
- Click the Preview button on the top right to view the current output.
- Click the Download button to save a PDF copy of the policy document to your computer.
Note:
The Policy Editor autosaves your work, so you can click back anytime without losing your changes.
Resolving Formatting Issues
When you copy-paste content from external documents such as Word files or Google Docs, formatting inconsistencies can appear in the Policy Editor. To ensure consistent formatting throughout the policy, clean up the content before editing further.
To resolve formatting issues:
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Launch the Policy Editor.
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Use the shortcuts Ctrl + A (For Windows) or Cmd + A (For Mac) to Select All.
- Change the text style to Paragraph
- Change the font family to Default
- Change the font size to Default
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Remove extra line breaks or spacing.
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Reset the indentation and reapply bullets or numbering, as required.
Best Practices
1: Add a Cover Page With Your Organization’s Logo
When creating a policy with the policy editor, Scrut will automatically generate a cover page featuring your organization's logo, account name, and policy name.
Please note that the cover page won't be visible while you're editing, but you can preview it by downloading the policy.
Scrut gathers the details for the cover page, including the logo and organization name, from the information you've provided in Settings → Organization Info. To update the information displayed on the cover page, make the necessary changes in Settings → Organization Info.
Alternatively, if you want to add a custom logo for the policy, use the Upload Image button on the toolbar to add your preferred logo.
2: Include Policy Version Details
Like the cover page, Scrut will automatically include a Policy Version Details table for a policy created using the policy editor. This table is attached to the end of the policy and provides essential information such as the version name, created by, date of creation, etc.
To include this table in all policies, navigate to the Settings icon on the Policy page and turn on the Enable Policy Version Details toggle.
Heads up!
The policy version table is not visible in the policy editor. However, you can view it by downloading the policy.