The policy selection is a list of available policies that have been defined within administration and are filtered based on the organization selected.
If no policies have been created or assigned to the selected organization, the drop down list displays Contact your Policy Administrator to create a document policy within administration. To continue with the transaction, a user with administration access must access the Policies area within Administration to create or assign a policy to the applicable organization.
Data defined with the selected policy will be included with the data defined for the transaction and used to generate documents. If a value within a defined policy is changed, an existing transaction using that policy will not be updated with those changes unless the user recalls the transaction and navigates to the Criteria page.