Initial Site Setup
Technical details pertaining to the initial set-up of your local PolicyStat site and user base.
User Integration/Setup
- PolicyStat Integration Options
- Integration Factors Overview
- File-Based User Integration - Bulk User Import/Export
- Active Directory Integration
- Active Directory Integration: Site-to-Site VPN Guide
- Single Sign-On (SSO) via SAML 2.0
Initial Document Upload to PolicyStat
Post-Dashboard Upload Conversion
- How do I Review Implementation Holds?
- How do I Accept (or Reject) a Converted Document?
- Should I Accept (or Reject) a Converted Document?
- How to resolve holds for documents missing dates
- How to resolve documents on hold for colored content/background fonts
- How to resolve holds that are potential attachments