1. Navigate to https://app.complect.com/policies. This is where all policies you've created live. Please note that only Admin role and Trusted role users are able to edit policies.
2. There are two ways to edit a policy. The quickest is simply to find the policy you would like to edit and click on that policy's name.
3. You will be taken to the Policy Details page where you can edit your policy.
4. When you're done with your edits remember to click "Save Draft" button to save changes viewable only to Admin role and Trusted role users or the "Publish" button to make the edits viewable to all users.
Publishing a policy will also commit that "version" of the policy for regulatory recordkeeping as an accessible pdf copy within the History tab.
5. You must click the "Confirm" button to affirm your intent to publish the edits you've made on the policy.
6. Alternatively, you can also access the edit function through the overflow menu by clicking the "..." icon.
7. In the dropdown menu that appears, click the "Edit" option.
8. Once the Policy Details page is open, you can follow from step #3 to make edits and save or publish them.
