Objective:

• To keep the same form/attachment used across multiple policies updated without having to update each instance where it is attached.

Environment:

• PolicyStat

Procedure:

1. To keep the same version of the form across multiple policies a best practice is to create one 'stub-policy' which acts as the placeholder for the shared form.
2. Then, add a hyperlink on each policy that points to the 'stub-policy'.
3. When the attachment/form on the stub policy is revised, all policies with a hyperlink to the 'stub-policy'  will see the latest revision without having to separately update the form on each policy.

This article applies to the following user roles: