How to Upload a Policy

Jun 4, 2025 | FAQ, Policy, Version 3.5

How to Upload a Custom Policy in the Drip7 Platform

This guide outlines the process for uploading a custom policy to the Drip7 platform, enabling organizations to integrate and track policy acknowledgment. The process is straightforward and leverages Drip7’s content management system.

 

Step 1: Access the Drip7 Admin Dashboard

  • Log into the Drip7 platform using your admin credentials on a desktop computer.
  • Navigate to the policy management section, labeled “Policies” in the admin dashboard.

 

Step 2: Prepare the Policy Document

  • Ensure the policy is in a supported format, such as PDF, Word (.docx).
  • Verify the policy content is finalized, as it will be accessible to users for acknowledgment or reference.

 

Step 3: Upload the Custom Policy

  • In the policy management area, go to the “Policies” tab, and click “Upload Document”.
  • Click the “Upload Policy” field to import your policy document.
  • Add a description to the policy if needed. This text will be displayed to the users when they are presented with the policy.

 

Step 4: Save and Preview the Policy

  • Save the policy to add it to the Drip7 library.