Question - related policies in the policy portal

how to fill “related document” in policy portal?


If i understood you correctly you are looking for something like the screenshot,

Which can be done form:
Control Catalog - > Policy → Action → Add - Policy portal permission

Then you select if it will be public or after long Private or only for specific groups/Users

If you need to add more categories you can do that from Settings → Document Types

In our case we need it two more document types internally we use

Note: Am not sure if this change available in the community version.

IF i misunderstood you please explain more what are you looking for

the related document field is hidden by default when creating a policy, you need to:

  • go to control catalogue / policy / custmisation
  • unhide related fields

then the field will appear when editing a policy and you can related documents in between them