- PACKAGED GUIDES
Bundle your policies into one guide people read and sign as a set
- DEFINITION
A Named Bundle Of Policies, Assigned Together And Tracked As One Read-And-Sign
Some policies only make sense as a set. The new hire needs the handbook, the code of conduct, and the security policy on day one; the vendor needs your data-handling and conduct policies before work starts. A guide packages the set once and treats it as one job to complete.
- How it works
From Bundle To Completed Sign-Off
01
Build a guide once
Bundle the policies that belong together: the new-hire packet, a vendor security-and-conduct pack, a role-specific set.
02
Assign it to the people it covers
Assign the guide to each person who needs it. Every document inside carries its own acknowledgment requirement with it.
03
One read-and-sign flow
They work through the guide and acknowledge the set in a single flow, each acknowledgment bound to the current version of each document.
04
Track completion without chasing
See who has finished and who is outstanding. Reminders go out automatically, and owners can re-nudge anyone by hand.
- APPLICATIONS
What Teams Package
USED FOR:
Onboarding packets
New hires get the full policy set on day one in one read-and-sign flow.
Vendor and contractor packs
Hand external parties the policies they must accept and get attributable sign-off.
Annual re-acknowledgment
Re-issue the handbook set each year and track who has re-signed current versions.
Role-specific packets
Give each role exactly the set of policies that applies to it.
- Proof
One Record For The Whole Bundle
Completion across the group, per-person records bound to each document's version, and when a policy inside the guide changes, that document re-collects acknowledgment, so the guide's record always reflects who is current.
- FAQS
Frequently asked questions
What is a packaged guide?
A named bundle of policies you assign and track together, instead of one document at a time.
Can I package policies for a vendor or contractor?
Yes. Build a guide with the policies they must accept and assign it to them. External readers don't need paid seats.
Does it work for onboarding new hires?
Yes. Assign the packet on day one and they complete it in a single read-and-sign flow.
What if one policy in the guide changes?
That document goes back through approval and re-collects acknowledgment, and the guide's completion view shows who is current with the new version.
Package your policies into one guide
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