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      Configure Document Page and Tasks for your Users

      Content

      • Pre-conditions
      • Overview

      Pre-conditions

      • System Level Permission: 'System Administration'

      Overview

      Platform wide changes can be applied across several functionalities so as generally to apply it to all users.

      This article focuses on configuration of the functionalities found solely within the Policy Management module:

      • Document Page
      • Tasks

      For other functionalities that are found either solely in the Policy Portal or are shared across both Policy Portal and Policy Management, please visit their respective articles.

      Document Page

      This section is where the Document Page can be configured to change how users interact with a document according to your company’s needs.

      The position of the metadata panel can be switched between:

      • On top of the Document



      • On the right sidebar

      Talking about the right sidebar, you can reorder the items as you see fit to the ideal work set up for your Policy Management users.

      Tasks

      Tasks help you manage compliance actions effectively. Users can assign tasks, collaborate with colleagues, and report on these actions to senior management or auditors, ensuring consistent compliance management.
      The Screenshot 2024-07-31 at 4-46-26 PM-png master toggle determines whether or not tasks can be assigned, reported and collaborated on to and on by your users.