Blissbook

Introduction to the Blissbook Policy Library and policy management in Blissbook

What is the Policy Library?

Get started with the new Blissbook policy management experience

Start Using the Policy Library

Turn text sections from your documents into policies.

Convert text sections to policies

How to use Properties in the Blissbook Policy Library. How to create, edit, archive, or delete Properties.

Using and Managing Properties in the Blissbook Policy Library

Customize the policy library with default and saved views, plus the Cards layout for batch review.

Save and customize policy library views

Collaboratively edit your policies with your teammates

Policy Collaboration

Keep Policy Collaborators in the loop without overwhelming their inboxes.

Policy Activity Digest

How to release and publish policies, including bulk releases and the two-step release process.

Publishing and Releasing Policies in the Policy Library

How to import content into the Blissbook Policy Library

Importing Content into the Policy Library

Share policies from your policy library with your audience by embedding them in one or more documents

Embed a policy or policies in a document

Use variables in your policies to personalize at scale

In-Policy Variables

Invite others to review and approve policies

Policy Review / Approval Workflows

Set expiration schedules for policies so they can be reviewed and updated on a regular cadence

Policy Expiration

Share a policy with your team or with an audience

Policy Sharing

Get notified when your attention is required in your policy library

Policy Library Notifications

How to export a Data Lineage Report (aka Document Control) for audits or other requests about the history of a policy

Data Lineage Reports

Archive a policy individually or in bulk, then permanently delete archived policies from the Policy Library.

Archive or delete a policy

Policy Naming

Tom O'Dea

Diane Marshall

Louisse

Working on policies in Blissbook's Policy Library

Policy Management

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