Initial Site Setup

User Integration/Setup

• Integration 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

• Document Naming and Delivery Guidelines
• How do I Zip or Compress a File?
• Pre-Implementation Dashboard Information
• What happens during the conversions process?
• How do I Submit Uploads through the Implementation Dashboard?
• How can I tell if my PDFs are text-based or not?

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

See all 7 articles

IT Security

• Adding PolicyStat as a Trusted Site
• PolicyStat's Security Strategy
• What are the Required Firewall Rules for accessing PolicyStat?
• Where can I Access SOC (System and Organization Controls) Reports?
• How can I ensure users get emails from PolicyStat?

Technical Specifications and Requirements

• RSS Data Feed Of Updated Documents
• Technical Specifications and Requirements
• HC1.com Integration Data Specification