--- title: Policies - How to Upload a Document description: Learn how to upload, version, and adopt policy documents in The Guard using the Policy Uploader—supporting PDF, Word, and text files up to 50MB for compliance management. --- [Skip to content](https://knowledge.compliancygroup.com/home/support/solutions/articles/48001264088-policies-uploading-a-document#main-content) English - United States Show submenu for translations [Submit a Ticket](https://knowledge.compliancygroup.com/home/kb-tickets/new?hsLang=en-us) [Go To Customer Portal](https://help.compliancygroup.com/home?hsLang=en-us) ![Compliancy Group](https://knowledge.compliancygroup.com/hs-fs/hubfs/Compliancy%20Group%20Logo%20Full%20RBG-sized.png?width=300&height=54&name=Compliancy%20Group%20Logo%20Full%20RBG-sized.png) Open main navigation Close main navigation - English - United States Show submenu for translations - [Submit a Ticket](https://knowledge.compliancygroup.com/home/kb-tickets/new) - [Go To Customer Portal](https://help.compliancygroup.com/home) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://knowledge.compliancygroup.com/home?hsLang=en-us) 2. [Workforce](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us) 3. [Policies](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#policies) # Policies - How to Upload a Document **Overview** This article outlines the process for uploading policies using the Policy Uploader. This feature can be used to upload documents in the following formats: Text (txt.), PDF (pdf.), and Word (doc. docx.). **The uploader supports documents up to 50MB.** ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/hLe1q9XjjlruIE5CbiDN_vKuH9qRqfZZZw-1.png) --- **Steps to Upload a Policy Document** 1. Navigate to the **Policies** Module (Click on **Policies** on the left-hand navigation bar) 2. Click on the **“Add New”** button located in the upper right-hand corner of the Policies module, then select the **Upload** option.![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/lSgT0iBYd4p0gd6lU7z3pBVGGIbqL0xJbg-1.png) 3. Choose the file to upload. Ensure the file is one of the accepted formats: Text (txt.), PDF (pdf.) , or Word (doc. Docx.). **Documents up to 50MB are supported.**![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/idr3KO90xrRWa59ypuU6vPUglUJjwtHgPA-1.png) 4. Before/After selecting the file, enter the following information: - **Document Name:** Add the title for the document - *The Title will automatically inherit the existing title, if none is provided before the file is selected* - **Tags:** Add any relevant tags to help categorize the document. - **Document Category:** Select the desired category for the document.     \***IMPORTANT:***These fields **can** be updated/changed after initial upload, if needed.* 5. **Review the Draft** - Once the document is uploaded, it will be in a **Draft** state and may be reviewed before Activating the document. Fields on the right-hand side and title (above) can be altered and adjusted as needed. - **Please note that Uploaded Documents cannot be edited directly within The Guard**. **To "edit" an existing uploaded document, a new Version must be uploaded.** 6. **Uploading a New Version** - To make changes to an uploaded document, use the option in the upper right-hand corner to **“Upload New Version.”** **![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/1f6V7q333H5YqoS-ZP0n_dfyhh_Alg-JxQ-1.png)** - When uploading a new version, additional details about the changes made to the document can be specified in the **Comment** text field. ![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/Zh5WJ4pgWQE4Pk2vYeKMbe0MD08hMLrNZw-1.png) - If the new Version of the document incorporates an major change/revision, the **Change Type** box may be selected - this will increment the Version Number by 1: - **Minor Changes**: Version 1.**1**, 1.**2**, etc - *The number AFTER the decimal indicates a minor change* - **Major Changes**: Version **1**.0, **2**.0, **3**.0 - *The number BEFORE the decimal indicates a major change* - ***If the document is assigned for Attestation, another checkbox will be visible that may be selected at this time, if the update requires Employees to Re-Attest to the document.*** 7. **Adopting the Policy** - After completing review, select the green **“Adopt”** button in the upper right-hand corner - The Document will now be located under the **Adopted** tab   Once a Document/Policy has been successfully Adopted/Activated, then it can be assigned for Attestation, just like other Policies and Documents in this module. For guidance on setting up Attestation, please see the following Knowledge Base Article:[Policies - How to Assign for Attestation](https://knowledge.compliancygroup.com/home/support/solutions/articles/48001247504-policies-how-to-assign-for-attestation?hsLang=en-us) - [Getting started](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#main-content) - [Onboarding](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#onboarding) - [Product Overviews](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#product-overviews) - [Workforce](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#main-content) - [Policies](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#policies) - [Settings Module](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#settings-module) - [3rd Party Risk](https://knowledge.compliancygroup.com/home/3rd-party-risk?hsLang=en-us) - [Incident Management](https://knowledge.compliancygroup.com/home/incident-management?hsLang=en-us) - [Risks & Assessments](https://knowledge.compliancygroup.com/home/risks-assessments?hsLang=en-us) - [Healthcare Compliance](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#main-content) - [Privacy](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#privacy) - [Data Security](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#data-security) - [OSHA Workplace Safety](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#osha-workplace-safety) - [Clinical & Quality](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#clinical-quality) - [State Requirements](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#state-requirements) - [Fraud, Waste & Abuse](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#fraud-waste-abuse) - [Compliance Operations](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#compliance-operations) - [Legacy Guard Features](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#main-content) - [Admin - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#admin-legacy) - [Assets - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#assets-legacy) - [Documents - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#documents-legacy) - [Incidents - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#incidents-legacy) - [My Documents - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#my-documents-legacy) - [My Tasks - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#my-tasks-legacy) - [People - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#people-legacy) - [Programs - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#programs-legacy) - [Reports - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#reports-legacy) - [The Dashboard - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#the-dashboard-legacy) - [Training - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#training-legacy) - [Vendors - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#vendors-legacy) - [Account & Billing](https://knowledge.compliancygroup.com/home/account-billing?hsLang=en-us) - [The Guard Support](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#main-content) - [P&P Drafts](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#pp-drafts) - [Settings](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#settings) [![compliancy-group-logo-white](https://knowledge.compliancygroup.com/hs-fs/hubfs/compliancy-group-logo-white.png?width=200&height=37&name=compliancy-group-logo-white.png "compliancy-group-logo-white")](http://compliancy-group.com) Contact Us - [support@compliancygroup.com](mailto:support@compliancygroup.com) Copyright © 2026, Compliancy Group LLC Cookie Settings