Save time updating your policies with Vanta's Bulk Update Policies feature. This feature functions as a search and replace, allowing you to update words and phrases across multiple policies and drafts created using the Policy Editor.
This function does not currently apply to policies created using the Policy Builder.
Bulk Updating Policies
From the left-hand navigation panel, select Policies
From the top right-hand corner, select the More dropdown
Choose Bulk Update Policies
Type in the text you would like to replace. Vanta will search for this text among all policies
Choose from the following options regarding the syntax of your text
Use company name
Case insensitive
Search should be case-insensitive
Match the whole word
The update should only be applied where the search matches the whole word. If not selected, it can be applied to parts of words.
If you want to update only drafts, choose 'Updates should be contained to only policies in a draft state. If not selected, this will create draft versions for approved policies.'
Note: Editing is limited to policies that are in a 'Draft' or 'Approved' state.
Policies that are 'Pending Approval' must first have the approval request cancelled to return the policy to a draft state before edits can be made.
Select Next
You will then be notified of how many instances of your defined text will be replaced.
Select Update
Select Update when you are ready to make the changes