Manage Policies and Versions

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Manage Policies and Versions

Understand how to manage policies throughout their lifecycle in Sprinto—from creation and approval to versioning, disabling, and re-enabling.

Policy lifecycle

The table below summarises the states a policy goes through and the available actions at each stage:

Update reviewer

You can change the approver of a policy document before it is sent for approval.

Steps

1. Log in to the Sprinto Dashboard.

2. Go to the Policies section and click on a policy in Draft status you wish to update.

3. In the Details panel on the right, click Edit.

1. In the Approver field, select a new reviewer from the list of available roles.

2. Click Save.

Send a policy for approval

Once your policy draft is finalised, send it for approval to activate it.

Steps

1. Open the policy in Draft status.

2. Click Send for approval.

1. In the Document preview step, review the content.

2. Click Next.

1. Enter a version number and optional notes.

2. Click Send for approval to complete the submission.

The approver must approve this version for it to become Active.

Create a new version

To make updates to an Active policy, create a new version.

Steps

1. Click the policy with Active status.

2. Click + New version.

1. Click Other options to add a new version if you wish to Revert template to default content or Upload file.

2. Select one of the following options:

   • Revert template to default content: Load the default Sprinto template and edit it.

   • Upload file: Add a PDF version of the policy (non-editable).

1. Edit the draft and click Save as draft.

1. Send the new version for approval following the same steps as above.

Disable or re-enable a policy

If a policy is no longer applicable, you can disable it. Re-enabling requires re-approval.

Disable a policy

1. Scroll to the bottom of the Active policy view.

2. Click Disable document.

1. The policy is moved to Disabled state.

Re-enable a policy

1. Open the disabled policy.

2. Click Enable.

1. The document returns to Draft status.

2. Send the policy for approval again to make it Active.

View policy history

Track all policy versions and their status.

Steps

1. Open the policy.

2. Scroll down to Document versions.

1. View all previous versions (e.g. v1, v2) along with their status.

2. Click Details beside any version to see:

   • Version number

   • Created by

   • Disabled by (If the Policy is disabled)

   • Creation date

   • Type (Template-based or PDF upload)