Since only one policy document can be active at a time, you must first remove the current Global or Local Group document before you can upload a replacement. 

Prerequisites

• You must be an enterprise Super Admin.

• An Approval Policy Document (Global or Local Group) must currently be uploaded. 

Steps

Follow these steps to remove a current Approval Policy Document:

1. Navigate to the same menu where the initial document was uploaded (Global or Local Group level).

   • For Global document: Select Global Settings under Admin Tools, then select Manage global approval policy document.

   • For Local Group document: Select Local Groups and Users under Admin Tools, click the three vertical dots for the group, and select Manage global approval policy document under Response Decision Approvers. 

2. You will see the currently uploaded document displayed.

3. Click on Remove current policy document to remove the document.
   

Results / Validation

The removed document will automatically be added to the Archived Documents section. The Global or Local Group will now be without an active approval policy document.

Steps for Updating

To update the document, proceed with the steps to Add a Global Approval Policy Document or Add an Approval Policy Document for a Local Group. 

Limits & Notes

• Once removed, you can upload a new policy document immediately.