How to Update Your Organization’s Policies
Mit SELISE Signature können Administratoren interne Richtliniendokumente einfach hochladen oder aktualisieren, auf die alle Benutzer zugreifen können.
Keeping your policies up to date ensures compliance, consistency, and clarity across your organization. With SELISE Signature, administrators can easily upload or update internal policy documents for all users to access.
Note
You need administrator rights to access the Policies area.
Why Upload Policies?
Storing policy documents directly in SELISE Signature allows your organization to:
- Ensure every signer has access to the latest signature guidelines
- Simplify internal onboarding and process transparency
- Centralize documentation of signing guidelines
Step-by-Step: Upload or Update a Policy Document
Step 1: Log in as an Administrator
To access the policies section, ensure you are logged in with an account that has administrator rights.
Click on the user icon (logo) at the top right of the screen and select Signature Settings from the dropdown.
Step 2: Navigate to Policies
- In the Settings panel, scroll down to find the Policies section.
- You’ll see the existing documents (if any) listed here, or an empty panel.
If you're updating an existing policy, it's recommended to remove the outdated file before uploading a new version for clarity.
Step 3: Upload the New Policy File
- Click on "Edit" and then on Upload From Device to select a file from your computer.
- You can also click the small arrow to choose from:
- OneDrive or SharePoint
- Alternatively, drag and drop the PDF file directly into the dotted area.
- Only PDF files are supported
- Max file size: 10 MB
Step 4: Save Your Changes
Once the file is uploaded:
- Click Save on the top right of the panel.
The new policy is now accessible to all users in your organization by clicking on the question mark at the bottom left of the homepage of SELISE Signature.
Best Practices for Policy Uploads
- ✅ Keep filenames clear and versioned (e.g., Data_Protection_Policy_v2.pdf)
- ✅ Limit file size to avoid upload issues
- ✅ Notify users of important changes (e.g., via internal email or document comment)
- ✅ Regularly audit and remove outdated policies
FAQs
Can users view policies before signing?
Yes. Policies uploaded here are usually linked to the signing process. Ensure documents are named clearly to indicate their purpose.
Can multiple policies be uploaded?
Yes, you can upload several PDF policy documents. Each will appear listed individually under the Policies section.