Import smart policies
Once you have made changes to a smart policy, you can export these changes and import the smart policy to another institution, sharing those changes automatically.
To import a policy:
Navigate to the
tab.Go to Version history and select Import policy.
Select the smart policy into the perforated lines. The packaged content of your smart policy is shown.
button or drag your editedDeselect any changes that you do not want to import. By default, all changes are selected for import.
Configurations that have dependencies on one another will be automatically selected or deselected when a related dependency is selected or deselected.
Select smart policy that includes all the elements you selected in the previous step.
. This will create a new draft of yourNote
This action will discard any existing drafts that you had prior to starting the import.