In Section 2.1, we learned what settings are required to save your draft. Those settings are part of the fundamental properties of the policy and not only allow you to send the policy off for review, but also allow you to stop working on the draft without losing what you have already created.
If you have saved a draft, navigated away, and need to return, you can access your saved Drafts from the Home tab:
- Navigate to the Home tab.
- Click Drafts under the Policy Management section
- Filter your Drafts by typing key terms in the Search bar and click Search (optional).
- Locate the desired draft and click the corresponding Edit button to open the policy in the Editor.
With a draft policy ready for review, we'll look at how to get your policy approved and Active in Part 4: Approval Process.
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