Users can upload a policy draft that was started outside Esper. To upload an in-progress policy draft:
- From the Workspace, navigate to the left-hand side bar and click Policy Job under your department name.
- From the Policy Job List View, click the View Details hyperlink to the right of the policy job’s name
- From the Policy Job Overview page, click the + in the right corner of the Policy Drafts box
- Select the Guide or Directive Type you wish to upload from the list
- Select New from the New or Existing dropdown menu
- Select Upload from the Template or Upload dropdown menu
Note: upload is the only option for Procedures
- Drag and Drop or click Select from Computer to upload the file you wish
- Complete the remaining required fields