Policy Selection definition paragraph

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.