How To Edit An Existing Policy Document

  1. Log into the Policy Library.
  2. If the item has already been published in the Policy Library, navigate to the page and click on the New draft tab.

    New Draft Tab

    If the item has not been published, but has been saved as a draft, from the dark gray bar at the top of the page, select  Find Content.

    Find Content

    You can then search for the item using the search form or sort the table by clicking the column headers to find the document you wish to edit. You can then either click on the title to go to the page and click on the New draft tab or click the edit link at the right of the row.

    Options for finding content

  3. Make any necessary changes to content fields on New Draft page.

    If loading a new PDF, DOC, or Excel file, scroll to the Document section and select Remove button next to existing file. Select Choose File to browse to the new file and then select Upload.

    Remove Document
    Upload Document

  4. Select Revision Information at the bottom of the menu

    Revision Information

    It is a good idea to provide an explanation of what you are doing in the Revision log message field.

  5. From the Moderation State drop down menu select either Needs Review (if you are ready for Policy Office staff to review before making it live) or Current: Draft (if you want to save your work and come back to it at a later date).

    Moderation State

  6. Select Save.

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