Creating and linking legal and cross references

As System Admin, you can add legal references to your policy documents, either by creating new ones or reusing existing legal references that are already available in the system. You can also insert cross references, which links your policies to other documents that are already available in the system, ensuring consistency and easy navigation between related policies.

Creating legal references

Policy Manager enables you to create legal references directly while creating your policy documents. The legal references help to migrate business data console partners to the Policy Manager. This feature enhances your business needs by improving your onboarding experiences, strengthening partnerships, and boosting retention rates.

  1. Go to Policy Manager.

  2. From the Administration dropdown, select Legal References > New References.

  3. Specify the Reference title > Reference link and select Create reference.

    Note

    Your Reference title must be unique and cannot be repeated.

The Legal References consist of the following components:

  • Reference name: The name of the reference you created.

  • Last modified: The date when you modified your reference name and link.

  • Modified by: The name of the person who modified the reference details.

  • Actions: You can further edit or delete the newly added reference name and link.

For more information, refer to Updating or deleting legal references.

Updating or deleting legal references

You can update or delete already existing legal references as per your requirement.

  1. Go to the list of newly created legal references.

  2. Select the pencil icon, then select Update reference, or select the trash bin to delete the reference.

    3. A confirmation pop-up appears in the screen.

  3. Select Yes.

Linking cross and legal references

You can link the existing legal and cross references to your previously created policy documents.

  1. Go to Document review cycle and take ownership of the document.

  2. Go to Adding content to the document using Microsoft word editor.

  3. After you have uploaded and saved your document, right-click on the document editor screen and select Open in Microsoft Word button.

  4. From the ribbon tab, select Add-ins > select , Allow and Continue.

  5. From the ribbon tab, select Cross and Legal References.

    It consists of Policies, Legal References and New References.

  6. Select your desired options and select Add footnote references or Add to references list.

  • Add footnote references: Choose Add footnote references if you want your cross or legal references to appear as numbered entries like a table of contents (e.g., 1, 2, 3) at the end of your policy documents.

  • Add to references list: Choose Add to references list if you want your cross or legal references to appear as additional references linked at the end of your policy documents.

  • New References: Choose New References if you want to link new additional references from any website or other sources that are not available in the system.