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ClientManagerBlazor · How To

Policy Library

Publish a company policy for staff to read and acknowledge, with a permanent record of who has and hasn't.

1

Publish a policy

Side menu → Staff → Policy LibraryNew Policy. Give it a Title and write the body directly in the rich text editor — formatting, lists, links, all in-browser.

Policies are authored as formatted text in-app, not uploaded as PDF or Word files — if you're bringing over existing policy documents, paste the content in rather than looking for an upload button.
2

Staff read and acknowledge

Every active policy shows in the list with each employee's own status — Acknowledged or Not yet read — plus a running count of how many people have acknowledged it so far. Clicking Read opens the full policy; an I've Read This Policy button records the acknowledgment permanently.

3

Franchise brand policies (if applicable)

If your site belongs to a franchise group, policies your franchisor pushes down appear here automatically alongside your own — no separate screen to check.

Have a suggestion for this page, or something you'd expect it to do that it doesn't yet? Submit a ticket or suggestion — we read every one.