Create left-tab / policy document

Use policy documents also called Left Tab or overview documents to organize structured content like phone lists, glossaries, reference materials, and policy information. Left tab layouts make it easy to group information into sections and subsections for quick navigation and readability.

To know more about policy documents, see Document types.

Steps to create a policy document

When the folder tree is displayed.

1. Select the folder to create the document within.

2. Select Details & Actions > New.

   The New document/folder form displays.

3. Complete the following fields:

   Field	Instruction
   Type	Select Blank.
   Name	Type the document name.
   Description	Optional. Type a description of the document. This description displays in Viewer Viewers are users with Read-only access to documents. They can access documents and submit feedback to editors when the mouse is hovered over the document in the Folder view.
   Display	Select a display type as Left tab_2/3 screen

4. Click Save. The blank document is created.

   Note: The read and write permissions are inherited from the read and write permissions of the folder.

5. Click Edit . The document displays

6. Add sections and subsections.

   • Use Sections to organize your content by topic (e.g., Departments, Definitions, Policies).

   • Within each section, add Subsections to break down the content further (e.g., HR Contacts under the Departments section).

     Tip: Subsections help chunk information into smaller, easier-to-read parts.

7. Click .

   View the document in Super Viewer to preview how your content looks to the end user.

Example Use Cases for policy documents

Phone List

• Sections: Departments (HR, IT, Admin)

• Subsections: Individual contacts with titles and phone numbers

Glossary

• Sections: Alphabetical letters (A–Z)

• Subsections: Terms starting with that letter.

Policy Document

• Sections: Policy Categories

• Subsections: Individual policies or related procedures