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How to Create a New Manual

Navigate to the Policies Manager:
  1. Click on the File button.
  2. Click on New File

  3. This brings up the Add File/Handbook window.
  4. Select the file you wish to use from the Library
    Dropdown List.

    Note if you want to load in your own templates, select Empty File
  5. Once you have selected the file, click the Save
    button.
  6. Once complete, the Policies Manager will refresh with the templates available in your account