# Upload Policies *** ## Before You Start * Have your policy documents ready as **PDF** or **Word (.docx)** files * Know which category your policy belongs to — RTOSafe comes with these pre-loaded: * Training and Assessment * Third Party Arrangements * Student Management * Staff Management * Quality and Continuous Improvement * Marketing * Administration * Governance

You can [add or edit categories](https://app.rtosafe.com.au/PolicyCategorySettings) in Settings.

*** ## Steps

Go to [**Policies**](https://app.rtosafe.com.au/Policies) in the main navigation

Select **Upload Policies**

Find the category your policy belongs to and drag and drop your file into that section

**Tip:** PDFs are strongly recommended. Staff can read PDFs directly in RTOSafe without downloading, and RTOSafe can analyse the content for compliance searches.

*** ## What Happens Next * Your policy appears in the [**Policies**](https://app.rtosafe.com.au/Policies) list * RTOSafe creates agreement requests for all active staff in departments linked to that policy category * Staff see the policy in their Staff Portal where they can read and accept it * If a review date is set, you'll see an alert when the policy is due for review * Your policy is automatically version controlled — when you upload a new version later, the history is preserved *** ## Common Issues

File won't upload

Check it's a PDF or Word file. Other formats aren't supported.

Staff can't see the policy

Make sure the policy category is linked to their department in [Settings → Departments](https://app.rtosafe.com.au/Settings/Departments).

Policy shows as "Processing"

PDF files take a moment to process. Refresh the page after a minute or two.