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 Project under your department name.
- From the Policy Project List View, click the Go to project hyperlink to the right of the policy project's name
- From the Policy Project Overview page, click the + in the right corner of the Policy Drafts box
- Select the Policy 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