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Document Management
Document Management
Best practices, tips, user guides for managing and using your policies and procedures manuals
Last updated on 03 Nov, 2025
Articles
How do I download my documents?
Download everything at once! Multiple downloads of single documents will create a jumble of files and make locating documents difficult.
How do I subscribe for Free Updates?
We have paid plans and free plans. Paid plans automatically get updates with their subscription. Free Updates require using the do-it-yourself option.
How do I update the "revised date" on my policies?
Some investors and regulators want to see the date of last revision or review on your policies.
Where is the Disaster Recovery/Business Continuity Plan?
We group items into "Organizational Modules" to help keep related tasks and policies together.
Zip Files and How to Use Them
Do not buy a compression or zip utility. This is included free in Windows
How do I edit my policies and procedures
It's easy to edit your Word documents, and we deliver them in an editable format so you can make any changes you like
IS MY MANUAL UP TO DATE?
When we deliver the product, it is up to date. That may not last very long.
How do I quickly customize my manual
Quick branding and customization is in your hands - 5 minutes or less
Where is my Complaint Resolution Policy
Our materials are organized by job duty. The Compliance Manager is responsible for compliant resolution, so you will find the Complaint Management Policy in your 2-0 Compliance Manual.
I can't find my policy in the download link you sent?
If you're seeing a folder full of forms, training, etc., you're in the wrong folder. Navigate up one level to the Main Folder.
Where is the "______" policy in the manuals?
Our modules are structured to consider the flow of the business, and the way responsibilities are usually divided in the business. Understanding this will help you find the procedures you're looking for.
Are my Manuals Up to Date?
Look at the document, not the folder date, to ascertain the published date.
I don't have PayPal. How do I pay my bill?
We use PayFlow merchant processing, and PayPal gives the lowest fees and best security. But you don't have to have a PayPal account to pay your bill.
How do I pay my invoice?
I don't have PayPal. How do I pay my invoice?
How do I manage the Date of my document
Selecting the current date automatically updates your document date.