Create & Import PoliciesCreate, Upload, or Link Policy Content

Create, Upload, or Link Policy Content

Who can use this feature

  • Supported on Foundation, Growth, and Scale plans

Once a policy has been created, the next step is to add the policy content. You can do it in one of the following ways:

  1. Create a Blank Policy
  2. Upload Policy Document
  3. Link an Existing Policy

1: Create a Blank Policy

When to use: Use this method to draft policies from scratch or customize Scrut's policy templates to suit your organizational requirements.

  1. Sign in to Scrut, click Compliance → Policies via the left navigation panel.

  2. Go to the All Policies tab.

  3. Click on a policy that you want to work on.

  4. Select Create Policy to launch the policy editor.

  5. Scrut provides starter templates to help you get started. If a template is available, it will open in the editor. If not, you can start from scratch.

  6. Use the editor to draft and format the policy content, adding headings, paragraphs, lists, and other elements as needed.

Note:

The policy remains in Draft state. It must be approved and published so that associated control status changes to compliant.

2: Upload Policy Document

When to use: Choose this method when you have an existing policy document you want to bring into Scrut, either by uploading a file from your computer or by syncing directly from an integrated tool such as Google Drive, SharePoint, or Confluence.

  1. Click Upload Policy Document.

  2. Choose one of the following options:

    • Upload from Computer: Upload a DOC, DOCX, or PDF file directly from your device. Compatible files can be opened in the Scrut policy editor; others are saved as attachments.

    • Sync via Integration: Sync a policy document from Confluence, SharePoint, or Google Drive. Select the integration from the Integration type dropdown, then click Connect to authenticate and browse your files.

      Heads Up!

      • When you sync policies from Confluence or SharePoint, you can add files as attachments only. These files are not editable in the policy editor.
      • Google Drive is the only integration that allows you to import a compatible file straight into the editor (or choose attachment instead). For more information, see Import a Policy from Google Drive.

  3. Click Save.

When to use: Use this method when your policy document is hosted externally, and you want to reference it in Scrut via a URL. Linked policies are added as attachments and cannot be edited in Scrut.

  1. Click Link an Existing Policy.

  2. Paste the URL of the external policy document in the link field.

  3. Click Save.

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