Add a New Policy Draft from a Template

Templates are configured in Esper for new policies based on your department's configuration. To start a policy draft from a template: 

  • From the Workspace, navigate to the left-hand side bar and click Policy Project under your department name. 
  • From the Policy Project List View, click the Go to project hyperlink to the right of the policy name
  • In the Policy Drafts box, click the + in the right corner of the box
  • Select the Collection you are updating

  • Select a Template Type from the Template or Upload dropdown
  • Complete the remaining required fields
  • Click Add