Platform Selector


Make sure learners see and acknowledge your organization’s policies by including them with courses or learning activities. Policies can be associated with specific courses and locations and are required to be read and acknowledged by learners in order to complete a course.

You can find a list of all your organization’s Policies under Content in the left navigation. Alternatively, you can click on the Content Library, select a course, and click Configurations to access the policy for that specific learning activity. The only way to add a new policy is through the Content Library Configurations menu.

Add a New Policy

  1. Go to Content >Content Library
  2. Search for the course you want to add the policy to and click Configure on the card
  3. Identify the module in which the policy is located- check the configuration guide if you are unsure where the policy is located
    1. Employee course configuration guides
    2. Student course configuration guides
  4. Scroll down until you see “Policy” on the right hand side and click Add Policy
  5. If there are multiple policy options, select the appropriate policy type
    1. For the Preventing Harassment and Discrimination Course, if you are adding your first policy- always select “Harassment/Retaliation Default Policy”
  6. Select the format that matches your policy: PDF or link. Click Next.
  7. Name this policy. Pick a name that will make sense to other administrators and to learners as this will appear in the course.
  8. Enter your policy: upload a PDF or paste in a link. Double check the formatting. If you’re using a url, make sure it begins with http:// or https://.
  9. If you need to upload a version of your policy in another language, see the section below.
  10. Once your policy looks good, click Next.
  11. This policy will automatically be attached to the course you first selected in the Content Library. There is the option to apply this policy to multiple courses in this step when applicable. To select the courses, check the box to the left of the course name you want to attach the policy.
    • Some courses may have more than one type of policy so be sure to specify what type of policy you’re adding in the dropdown option to the right of the course name.
    • A single policy can be applied to multiple courses. For example, Sexual Assault Prevention for Undergraduates and Sexual Assault Prevention for Graduates can have the same policy.
    • A single policy cannot be applied to multiple types of policies within the same course. For example, within AlcoholEdu for College the same policy cannot apply to both the Alcohol and Other Drug policy as well as the Honor Code. If you do have a policy that is relevant to multiple types within a course, you will need to upload that document again as a new policy.
  12. To select the locations, check all the boxes for the locations you want the policy to appear for. All learners assigned to that particular location will see that policy.
    • This section is how you can display different policies and resources to different populations within the same course. For example, if you have employees located in California and New York, you can attach the California policy for the learners in that state to acknowledge while those in New York will see the New York policy.
  13. Click Confirm.
  14. Back in the configuration menu, you will need to add a Custom Title or Header to the policy page to ensure the page appears for learners.

    A custom header needs to be added to this page for the policy to appear for learners

Edit an Existing Policy

To edit an existing policy, add a language, or change where it shows to learners:

  1. Go to the Content Library and search for the course the policy is in and click Configure on the card.
  2. Find the policy you want to edit on the Policies table. Click the pencil icon to edit.
    • NOTE: If you need to change the underlying PDF or type of policy on Step 1, you will need to deactivate the current policy and create a new one.
  3. Here you can change the policy’s name or change the policy itself. To add or change a policy in another language, see the section below.
  4. Click Next.
  5. Here you can change when and where learners will see the policy. Add or remove courses and activities on the left. Add or remove locations on the right. If a policy shows in the right course, but in the wrong place, change the policy type in the dropdown just to the right of the course name.
  6. Click Confirm.

Add a Policy in Another Language

If you have learners who need to see your organization’s policies in a language other than English, you will first need ensure that language capability is available for your account. You can contact your Account Manager or submit a ticket to EVERFI support if you don’t see a language that you need. Available languages vary by course.

  1. If you are adding a new policy, follow Steps #1-5 of the Add a New Policy section.
  2. If you are editing an existing policy, follow Steps #1-2 of the Edit an Existing Policy section.
  3. When you get to the page to Add the Policy, notice on the right side there is a section called “Available Languages” where English is selected by default.
  4. After you add the English version of your policy, select the next language you want to add a policy for. You will notice the Policy Name and Policy Link or PDF disappear, but if you toggle back to English they will reappear.
  5. With the other language selected, add the Policy Name and the Policy Link or PDF.
  6. Repeat for all other languages. Once you are done, click Next to select the courses and locations.

Deactivate an Existing Policy

To remove an existing policy:

  1. Find the policy you want to remove on the Policy table. Click the ban icon in the Actions column to Deactivate Policy. This policy will no longer appear to learners. Don’t worry, we still save it and a list of all learners who acknowledged it.
  2. Confirm your action by hitting OK.



  1. Log into your administrator account
  2. Click on “customize” in the top navigation bar
  3. Locate the course you would like to update and click on “policy”
  4. Click the blue “add a policy” button in the top right
  5. Select the type of resource, provide a name and include a link or rich text
  6. Click “save”



As a primary admin, you have the ability to upload, view or update policies for all HTML5 courses in your account. Most courses have the ability by default to have one policy added to them for review and acknowledgement by your users. The ‘Policy’ tool allows you to upload and map your policies to automatically show in the specific courses you want them to display in.

Step-by-step Instructions: Click HERE to view our training guide!



  1. Click the CUSTOMIZE icon in the global navigation on the left.
  2. In POLICIES, you can add policies to courses.
  3. Select the course(s) that will have the new policy.
  4. Click the Browse button in the policy page and select the correct file on your computer. (Note: Select the radio button if it’s a Sexual Misconduct policy)
  5. Choose the policy type.
  6. Click Publish button.

Policy Acknowledgement Report


As an admin you have the ability to print the policy acknowledgements that your users have signed by using the Policy Acknowledgement tool in the Administration section of the EVERFI Admin Toolbox. Below is a video and step-by-step instructions on how to use this tool.

Click HERE to watch our training video!

Step-by-step Instructions: Click HERE to view our training guide!