1. Navigate to your Consultant End User account:
2. Go into your Policies Manager:
3. Here, you can modify the existing SafeWrite template or create your own handbook(s) by clicking File > New File > Empty File
4. Once you have created your custom handbooks, click File > Copy to client:
5. Choose the client you want these documents to be copied to and click Copy
6. The documents will now be available in the client's account