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:
- 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.
- Then, add a hyperlink on each policy that points to the 'stub-policy'.
- 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:
