Uploading and Managing Policies & Processes in Atlas UP

The Policies & Processes section in Atlas UP allows account administrators to upload important company policies, standard operating procedures, and other governance documents. These documents are then **indexed by the AI assistant**, making them easily accessible to employees via **natural language search**.

Where to Upload Policies & Processes

To add documents, navigate to the Policies & Processes section from the main menu. Click on the Upload Document button to begin.

Uploading Files

• Click the "Upload Document" button.
• Select one or multiple documents from your device.
• Supported file formats: .md, .pdf, .txt, .csv, .doc, .docx (up to 10MB per file).
• Once uploaded, the document will enter pending status while being processed and indexed.
• Once indexing is complete, the document will be available alphabetically in the list.

Managing Uploaded Policies & Documents

Once a document is uploaded, it is accessible to all employees, ensuring easy access to policies and compliance documents.

Admin Permissions

• Edit Metadata: Admins can edit the document’s name or description.
• Download: Any user can download company policies.
• Delete: Only admins can delete documents.

Non-Admin Permissions

• Users can view and download documents but cannot edit or delete them.

Why Uploading Policies Matters

• Instant Access: Employees can ask the AI assistant about policies instead of searching manually.
• Company-Wide Visibility: Ensures all employees have access to the latest policies.
• Compliance & Governance: Ensures that policies are easily retrievable and consistently followed.

Next Steps

Start by uploading your company’s essential policies and documents. Need recommendations? Check out our Recommended Policies & Documents guide.