Blissbook's Policy Library helps you manage, organize, and collaborate on company policies. Whether you're importing existing policies, creating new ones, or making updates, the Policy Library streamlines the process to ensure consistency, efficiency, and accuracy in your organization's documentation.
Our initial goal with the Policy Library is to pull policies out of documents, so they can be:
organized,
collaboratively edited by different sets of editors, and
embedded in multiple documents.
Policies are still distributed to employees through Blissbook's documents. We are working towards allowing direct policy distribution in the future.
Why Use the Policy Library?
The Policy Library offers several key benefits that make policy management easier than ever:
Centralized Policy Management: Store all your company policies in one place for easy access and organization.
Real-Time Collaboration: Work with your team in real-time, seeing edits and comments as they happen.
Advanced Filtering and Search: Quickly locate policies using a variety of filters and search options.
Granular Version History: Track changes made by editors over time for better auditing and compliance.
Reusable Policies: Insert policies into multiple documents effortlessly, ensuring consistency across different handbooks and guidelines.
Custom Properties and Views: Tailor how policies are displayed and organized using custom fields and saved views.
Key Features
1. Import Policies
You can easily bring your existing policies into the Policy Library by:
Importing a single Word document containing one or multiple policies.
Importing multiple Word documents at once.
Converting existing text sections from Blissbook documents into policies.
To ensure a smooth import process, format your Word documents correctly (e.g., using proper heading levels) to optimize content recognition and structuring. See our importing content help article for more guidance.
Converting your existing text sections is super easy and undoable, so there is no risk to trying out the Policy Library with the content you already have in Blissbook.
2. Organize and Filter
Finding the right policy is effortless with:
Quick Search: Instantly locate policies by name.
Advanced Filtering: Narrow down your list of policies based on in-policy text, owner, last edited date, or custom properties.
Saved Views: Create and share filtered views to streamline access for your team.
3. Collaborate in Real-Time
Enhance teamwork with built-in collaboration features:
Real-Time Editing: See who is making changes and collaborate instantly.
Comments & Suggested Edits: Available exclusively in the Policy Library, these tools allow for seamless feedback and approval workflows.
Adaptations: Highlight specific sections of a policy to guide employees more effectively.
4. Use Policies in Multiple Documents
Policies can be embedded in one or multiple documents (handbooks). You can:
Add policies directly from the library into existing documents.
Select multiple policies to insert into a new or existing document.
Edit once and publish across multiple documents.
5. Custom Properties & Views
Customize how you view and manage policies with:
Custom fields for categorization, tracking, or metadata.
Flexible property settings, including reordering, hiding, and grouping.
Saved views that allow teams to access the most relevant policies efficiently.
See our properties help article for more guidance.
What’s Next?
The Blissbook Policy Library is continuously evolving. Upcoming features include:
Review & Approval Workflows: Streamline the policy approval process.
Model Policy Library: Access ready-made policies for different states, cities, and industries.
By leveraging the Policy Library, your team can maintain up-to-date, organized, and easily accessible policies, enhancing communication and compliance within your organization.
For more detailed guides on specific features, check out our additional help articles or get in touch with our support team!