This guide walks through the basic steps required to publish or edit a policy using GovernDocs.

Step 1: Create a policy

Go to GovernDocs > Policies in the WordPress admin menu and then click Add New Policy.

The policy editor allows you to add the policy title, description and many fields related to this particular policy.

Step 2: Upload the policy document

Use the Add Field button within the Policy Details section to upload the policy file.

Most organisations upload policies as PDF documents.

Step 3: Complete the policy details

Fill in the relevant fields such as status, version or effective date. All fields are optional, allowing you to add as much or as little information as you need, depending on how your organisation manages policy records.

Step 4: Publish the policy

Click Publish to save the policy.

The policy will now be stored inside the GovernDocs system and can be displayed on your website.

Step 5: Display the policy

Policies can be displayed on pages using a shortcode, which appears at the top of the policy edit screen.

Simply copy this shortcode and paste it into any area within your site that accepts shortcodes.

This allows documents to be shown in a structured layout that includes file details and download links.