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Uploading & Deleting Policies

How to upload new policies or remove outdated ones within OrgAI.

Maxwell Bass avatar
Written by Maxwell Bass
Updated this week

Uploading policies helps OrgAI give accurate, sourced responses based on your organization's official documents. You can update or remove policies at any time.

Uploading a Policy

  1. Open OrgAI and select the Policies/Rules tab.

  2. Click Upload Policy.

  3. Choose the files you want to upload.

  4. Click Upload to add them to your organization's policy library.

Deleting a Policy

  1. In the Policies list, find the policy you want to remove.

  2. Click the ••• menu on the right side of the file.

  3. Select Delete.

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