Time to get "schooled" with the September PolicyStat Update!

September Education Schedule

Our Education sessions are complimentary webinars available to any and all PolicyStat customers who want to better understand our product.

The handout available at the link below provides a schedule of the webinars with links to register. Please distribute the link and/or the PDF to all of your applicable staff.

Preview Universal Contract Manager - Exclusive Webinar for PolicyStat Users 

PolicyStat is now a part of the iContracts family!

We would like to invite all PolicyStat users to join us for a demonstration webinar on September 21st to learn more about our sister product offering, Universal Contract Manager. Universal Contract Manager is a cloud-based central repository for contracts of all types, designed to ultimately improve contract management processes.

This demonstration is exclusive to PolicyStat customers.

For more information about Universal Contracts Manager (UCM), click here.

For the full demonstration of UCM, please register to join us September 21st. 

PolicyStat Monthly Feature Review 

The PolicyStat Monthly Feature Review highlights everything our development team has rolled out for the month, and a peek at what’s ahead. It's a great chance to review what's new and offer feedback.

Please join us September 27.

Need the full schedule?

Visit our Learning Center Education page.

From Our Product Development Team

For the latest developments as they happen, visit and subscribe to the PolicyStat Newswire.

New Features/Updates Launched In August

Copy as New is now Clone 
In a label change, the button formerly known as Copy as New is now titled Clone. Cloning a policy between sites requires users to have create permissions on both the old (cloned from) and new (cloned to) sites.

For more on this feature see this Knowledge Base article.
For more on the update, see this Newswire post.

POLICYSTAT USER ROLES IMPACTED:  Area Editor | Area Manager | Site Administrator

Advanced Properties
Two lesser used policy properties (Hide PDF watermark, Visibility Restriction)  under a new menu on the draft view properties screen called Advanced Properties.

For more on this revision, see this Newswire post.

POLICYSTAT USER ROLES IMPACTED: Owner | Approver | Area Editor | Area Manager | Site Administrator

Step Descriptions
The All Policies Requiring Approval Report now lists the current step in the workflow out of the total number of steps in the workflow.

For more on this feature, see this Newswire post.

POLICYSTAT USER ROLES IMPACTED: Owner | Approver | Area Manager | Site Administrator

The Roll-out Continues In September 

Table of Contents
The Table of Contents feature is all about helping end users of a document navigate directly to the right location in the file and get access answers to their questions quickly. This feature quickly links users to a heading or subheading via the corresponding Table of Contents link.

For sites who activate the feature, the Table of Contents will appear on the View pages for Active and Pending versions of documents.

For more on this feature, see this Newswire Post.

Site Administrators should contact PolicyStat Support ([email protected]) to get early access to this feature as we roll it out to all sites.

POLICYSTAT USER ROLES IMPACTED: All Users

Scheduled Effective Date
Some policies require a delay between the date they complete the Approval process and the date they become active and searchable for all users. This may be the result of users needing to complete training, reach an implementation date required by a regulation, or other circumstances.

This feature will allow Owners to mark an effective date (or a number of days) past the final date of approval, which will determine when a policy becomes active.

For more on this feature, see this Learning Center article or this Newswire post.

Due to custom configurations applied to some sites, not every site will be able to activate this feature right away. Site Administrators should contact PolicyStat Support ([email protected]) to see if your site is available for early access to this feature. If your site does not immediately qualify for activation, we will be sure to reach back out and let you know as soon as it does.

POLICYSTAT USER ROLES IMPACTED: Owner | Approver | Area Editor | Area Manager | Site Administrator

Share Your UserVoice

How can PolicyStat get even better for you?

UserVoice grants Site Administrators a voice to vote for product updates submitted by our user community. Don't see your idea? Submit it!

Our Development team uses UserVoice votes to ensure product updates match user needs.

How will you use your votes to make PolicyStat even better? 

Here are some recent changes we've made thanks to UserVoice requests

• Copy as New becomes Clone
• Update Outdated Approval Workflows after Policy Owner Box is Unchecked

Learning Center Updates

The PolicyStat Learning Center maintains the most current and up to date training and product information.

New Facebook Community Groups

Education Webinar Series Updates

Starting in September, we will begin a rotation of our live Education webinars. Introductory PolicyStat Education, Writing Policies Right, and the Monthly Feature Review will remain monthly, and the remaining sessions will rotate bi-monthly.

Each webinar contains pre-recorded sessions with the same content, on demand.

September's offerings include:

1. Editor 101: Basics
2. Editor 201: Advanced
3. Approver Focused
4. Working with Word 

User Community Forums

We know PolicyStat works best when it works best for our users. To help open the lines of communication, we'd like to encourage you to check out our User Community! It not only provides a direct line to share your thoughts on the application but also creates a collaborative environment for sharing and networking with other users just like you across the country.

Please check out our Learning Center User Community forums at the link below to get started!
Do you have any questions or challenges getting started? Let us know at [email protected] or in the User Community Help forum.