Use Vanta's Templates
From the Policies page, select Start for the policy you would like to work on
From here, you can import your policy or take advantage of Vanta's templates and policy editor
Creating the policy from scratch will take you to the predefined template
Use Vanta's template to create a policy that reflects your organization's needs
Using the policy editor
Use a pre-established template
Make any necessary edits
Submit for approval
You can also delete and reset the template by selecting Delete and Reset in the top right-hand corner of the policy editor page.
Once the edits have been made, select Submit for approval
Choose the approver
If you are the approver, you can approve the document. You can assign the approval to someone else if you do not wish to be the approver.
Once approved, the policy can be assigned to employees in onboarding settings.
If the policy has already been assigned to employees, you can ask them to reaccept it once the pop-up model approves it.
Create a New Version
Open the designated policy
Select Create a new version
Upload a File
Select the policy title
Select Upload a file from the computer
Select Upload to select the file from your device, or drag and drop the document into the highlighted space.
Please Note:
Currently supported file types are .docx and .pdf, and must be 50 MB or less.
Importing a .docx file may result in altered formatting from the original document.
Sync a File
If you have Confluence, SharePoint, or Google Drive connected to Vanta, you can use these integrations to sync policy files into Vanta
Please Note:
Currently supported file types from Google Drive are Google Doc and .pdf
Renewing a Policy
If you don't need to change a current policy and would like to renew it, open the policy and select Renew
If the policy has already been assigned to employees, you can ask them to reaccept it once the pop-up model approves it.
Select Renew