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Creating a new Area is easy, and this short tutorial walks you through the simple steps to do so.

Create an Area (00:58)


Create an Area

  1. Click the Admin tab

  2. Under the Site Data column, click Areas

  3. Click Create New Area

  4. Provide a name, default number of days until expiration, and select an Approval Workflow. Best practice is to have the Area match the name of the Approval Workflow.


  5. Click Create New Area

NOTE:  Newly created policy areas will not display under the Area tab or other active area locations (such as CSV reports) until a document is approved that has that area assigned as a property.  Once a document is completely approved, the newly created area will display under the Area tab.


This article applies to the following user roles:


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