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Gabe Gomez

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Activity overview

Latest activity by Gabe Gomez
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    Gabe Gomez created an article,

    How do I Manage Users Excluded from Active Directory Synchronization?

    If your PolicyStat site has Active Directory integration, you probably don't spend a whole lot of time managing user accounts. You may, however, come across a user now and then that needs a PolicyS...

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    Gabe Gomez created an article,

    How do I Zip or Compress a File?

    All files will need to be zipped prior to delivery to your site administrator for dashboard uploading. Acceptable File Formats The required format for policies is .doc or .docx. Formats such as .xl...

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    Gabe Gomez created an article,

    How do I Approve a Pending Policy/Document?

    Approval Workflows are one of the Three Pillars of PolicyStat, and users assigned permissions to serve as Approvers are essential to the process. The interactive tutorial demonstrates how a documen...

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    Gabe Gomez created an article,

    What is a Proxy and how do I act as one?

    In PolicyStat, a proxy is a user who completely takes over another user’s policy and procedure responsibilities. This short tutorial covers what a proxy is, who assigns one, and what roles and resp...

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    Gabe Gomez created an article,

    What Does the Document Life-cycle Look Like?

    The Complete Document Life-cycle (01:12) ================================================== Three Stages of a Document Life-cycle (Basic) At its simplest, the life-cycle of a document in PolicySta...

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    Gabe Gomez created an article,

    How do I Rename Reference Tags?

    A Site Administrator can rename, merge, or delete Reference Tags in PolicyStat. Reference Tags are the default title for what can be terms, numbers, phrases or any other representation to categoriz...

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    Gabe Gomez created an article,

    How to Share a Single Form for Multiple Policies

    Scenario:  Several policies use the same form or attachment. When the form needs to be revised it has to be updated each instance where it is attached to a policy. Solution:  To keep the same versi...

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    Gabe Gomez created an article,

    Keyboard Shortcuts

    As you create or edit policies, keyboard shortcuts can be used to perform actions that would usually require use of your mouse. Keyboard shortcuts will save you time and effort by not requiring you...