To import a PDF into uPolicy, follow these steps, similar to creating a new policy from scratch:
Step One - Start creating a new policy from scratch:
- Go to the View Policies page from the top menu bar.
- Click the Create Policy button and select Create from Scratch from the drop-down.
Step Two - Name your policy and assign a category:
- This helps you organise and locate the policy later.
Step Three - Select PDF Upload as the content type:
- In the Policy Content Type drop-down, choose PDF Upload.
Step Four - Upload your policy:
- Once you select PDF Upload, the upload button will appear. Click it to upload your PDF.
Step Five - Finish creating your policy:
- Complete the details in the Signature Settings and Access Control tabs.
- Click the Create Policy button at the bottom of the page to finalise your policy.
Reference: https://help.usecure.io/en/articles/4452092-uploading-policies