Getting Started

The very first time you access your site, it will pop-up with an Initial Setup form. This will usually be prefilled with information you have provided during sign-up.

This gives you the opportunity to double check the information is correct.

You'll see an option to install a policy library - this will be all the sample policies, which include an entire employee handbook. If you want to start with those samples, leave that as Yes (it may take a couple of minutes to complete). If you want to set the system up with your own policies, set that to No - then you can import them once the setup is complete (see Importing Documents to learn more).

Once all the information in the form looks good, click OK to start the setup process.

Customizing the Logo

In the Standard and Enterprise edition, you can customize the logo for your organization. This will replace the default logo that you see at the top left of the screen. We support a couple of file types you can use: PNG or SVG. The file should have a transparent background, so it integrates into the off-white colored banner. Generally it will be resized automatically, but try to make sure the logo is at least 100 pixels tall. The width can vary, but a landscape-orientation logo is preferable.

Once you have your file, make sure you're logged in as administrator, then go to the Configuration tab, go to Main Settings, and click the "Choose File" button underneath "Override Logo". Then select your file, and click the Update button. (Note: You can also provide a Dark Mode version of the Logo, with colors adjusted for a dark background).

It will usually restart and display the new logo automatically. In some cases you may have to press Ctrl+F5 (or command-F5) to refresh the cache to see it.

If you have difficulty importing your logo, please don't hesitate to reach out to us for assistance!

Setting Up AI

To get the most out of the system, consider setting up Enhanced AI - this will provide access to multiple AI Agents and the Policy Support Agent. To learn more, see Setting Up AI For Agents .