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Adding a policy by creating policy document from templates

Procedure

  1. From the toolbar on the Policies tab, click Add to show the configuration panel to the right.

    Example

  2. Enter the title for the policy in the Title field and provide any useful information regarding the policy as needed in the Description field.
  3. Click the Create Policy Document button to show the Create Policy Document wizard.

    Example

  4. In the wizard, select one or more template categories in the Template Groups area and for each of them, select a template you want to use in the list. The new policy will be a combination of the selected templates. Note that you can select only one template in one category. Enter a name for the policy in the Policy Name field.
  5. Click Finish to validate your configuration or Cancel to cancel it.
  6. In the configuration panel, click Save to validate the creation or Cancel to cancel it.

    Example

    The newly created policy is shown under the Policies type of the list.

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