Policy Passport offers the functionality to update your existing files you have distributed via Policy Passport. Instead of creating a whole new file, you can simply update it to a new version as explained below.

Please note: It is important to complete a Version update of your File in one session. Stopping off or starting a new Version update in another browser tab or computer will result in duplicated files published to your users. Have all the relevant information at hand when starting the process.

1. Click on Files once you have successfully logged in on Policy Passport

2. Select the File you would like to do a version update for

3. Click on File Actions

You can find the File Actions to the left of your File's display name.

4. Click on Upload new version

5. Go ahead and edit the name of your File if so required

6. Upload the new version of your File from your local computer

7. Click on Next

8. Enter your new File Version number and any other information you feel relevant

9. Click on Next

10. Edit any additional File information

11. You can choose to update your test questions (if activated) on the new File version

12. You can review any of your existing test questions and take the opportunity to edit them

13. Update your File's acknowledgement text if required

14. Update or add Survey questions*

*Survey questions are not available on all subscriptions.

15. Update the Groups your File must be assigned to

16. Click on Publish now to make your File live and assign it to your selected groups

17. Return to your File Overview to see a summary of any changes made