Purpose
Use the Policy Generator to create a number of different policies including a set of Security Policies, a Privacy Policy or a Terms of Use agreement for your website. By answering a series of questions in the questionnaire, the system will generate these documents tailored to your business. These policies allow your business to establish clear guidelines and procedures for protecting your organisation's digital assets and sensitive information.
Creating Policies
To create a new policy:
Select ‘Policies’ from the main menu on the left of the screen.
The Policies screen will display any existing policies you've created. This screen will be blank if you haven’t created any policies yet.
You will see two tabs at the top of the screen. One for published policies and one for managing your policies.
To create new policies, under the Manage Policies tab, select the ‘Create Document’ button in the top-right of the screen.
This will give you 3 policy template choices: Security Policies, Privacy Policy and Terms of Use. Select the type of policies you would like to create and click 'Start'.
This will take you to a questionnaire where you will enter your company details and answer technical and operational questions about your business that will generate your policies. Once you input all your information, click 'Continue' at the bottom of the page. You will then be able to review your new policies by selecting the ‘Review Document’ button.
The policies that have been generated are based on the answers you provided in the questionnaire, but it’s important you review these documents in detail to ensure that they are accurate and relevant to your specific business.
You can then activate, store or modify the documents, as detailed below.
Activating Policies
Once you’re happy with your policies, you can select which policies you would like to activate by selecting the 'Active' toggle to the left of each policy.
Once you’ve activated the policies you want, select the ‘Policies’ tab at the top of the screen to see a list of all of your active policies.
Storing Policies
If you’re happy with your policies but would like to store them in your own file management system (e.g. SharePoint, Google Drive, Dropbox etc), you can store your policies there and link to them within Apollo for easy access.
Click the 3 dots to the right of the policies you’d like to store and select ‘Download .pdf’
A PDF version of the policy will be downloaded to your local machine.
Save the document in your file management system in the desired folder location (usually where you may have saved any other company policies or corporate documents).
Copy the URL of the PDF file in your file management system (usually found by copying the link or sharing the document from your file management system).
Return to the Policies section in Apollo and click on the ‘Link Document’ button in the top-right.
Enter a name for the document (which should be the same or a similar name as what you downloaded, e.g. Privacy Policy).
Paste the URL that you copied during step number 5.
Click Save.
You can then activate your Policies by selecting the 'Active' toggle to the left of the policy.
Modifying Policies
After reviewing your policies, you will likely want to modify them to better suit your company's needs.
Click the 3 dots to the right of the policy you’d like to modify and select ‘Download .docx’.
A Microsoft Word version of the policy will be downloaded to your local machine.
Review and modify the Word document to make sure it is accurate and relevant to your specific business.
Save the document as a PDF file and store it in your file management system (e.g. SharePoint, Google Drive, Dropbox etc).
Copy the URL of the PDF file in your file management system (usually found by copying the link or sharing the document from your file management system).
Return to the Policies section in Apollo and click on the ‘Link Document’ button in the top-right.
Enter a name for the document (which should be the same or a similar name as what you downloaded, e.g. Privacy Policy).
Paste the URL that you copied during step number 6.
Click Save.
You can then activate your Policies by selecting the 'Active' toggle to the left of the policy.