Policies Main Page

To navigate to the Policies main page, open Wolters Kluwer Financial Services Administration (Administration) and select POLICIES in the navigator panel. Select a product in the navigator panel to display policies for the product

Feature	Description
	Click the Down arrow to expand all sections or click the Up arrow to collapse all sections.
Policies	A policy can be inherited from a parent organization or you can add a new policy to the organization. An inherited policy can be enabled or disabled. An added policy can be removed. All policies can be copied.
Display policies	Click the arrow to display policies for an organization.
	To add a policy, select the Policy> button and select the product.
Inherit Policies	Select the Inherit Policies check box to inherit policies from the parent organization. Inherited policies are listed first in the list.