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Station Clipboard module guide

Resources

Resources (formerly Policies) is one library for policies, SOPs, HR documents, PDFs, presentations, Word files, spreadsheets, images, and video. Each resource can be reference-only or require an acknowledgement or signature, and completion is tracked against the exact version each member completed. In the portal, Resources pages live under /modules/policies.

Members, document managers, and compliance officers5 detailed guidesChoose a task guide
End-to-end workflow

Publish a resource and prove completion

  1. 1

    Upload the file and choose a category.

  2. 2

    Target the audience by role or by member.

  3. 3

    Choose reference-only, acknowledgement, or signature, plus effective, due, and review dates.

  4. 4

    For PDF field signing, place signature, initials, date, and text fields on the PDF.

  5. 5

    Members open My Resources and complete what is required.

  6. 6

    Track completion, send reminders manually, and record waivers with a reason.

  7. 7

    Upload a new version when the content changes and export evidence.

Do the work

Choose a step-by-step task guide

Each guide includes prerequisites, exact actions, verification, and troubleshooting—not just a feature summary.

01Publish a resource and place PDF signature fieldsUpload the final file, choose the requirement, place fields, and test completion. 8 min · Administrators02Track resource completion and send remindersSee who is done, remind the rest, and record waivers. 8 min · Administrators03Replace a resource with a new versionPublish revised content without losing earlier completion records. 8 min · Administrators
What it covers

Module capabilities

Administrator setup

Before your department relies on it

  1. 1

    Settle category names before migrating documents.

  2. 2

    Choose the lightest requirement that meets the actual need.

  3. 3

    Preview placed PDF fields on the final file before publishing.

  4. 4

    Confirm the audience before publishing.

  5. 5

    Plan how you will follow up: due dates do not send reminders on their own, so send reminders from the resource.

  6. 6

    Upload a new version instead of replacing a file people already completed.

Where to go

Portal destinations

These destinations appear only when the module is enabled and your roles grant the required access.

AreaPortal path
My Resources/modules/policies/my
Resource Library/modules/policies/library
New resource/modules/policies/new
Resource detail/modules/policies/:id
Edit resource/modules/policies/:id/edit
Sign a resource/modules/policies/:id/sign
Categories/modules/policies/categories
Settings/modules/policies/settings
Connected by design

Associated modules

Required modules must be enabled first. Related modules exchange data or extend the workflow when both are available.

Dependencies

RequiredCore
Common questions

Answers before you get stuck

Is this the old Policies module?

Yes. Policies is now Resources and holds more than policies.

Why do I have to sign again?

Completion is tied to a version. By default, a new version asks everyone in the audience to complete it again. Your earlier record is kept.

Are overdue reminders sent automatically?

No. A manager sends reminders from the resource’s completion view.

Step-by-step help

Detailed Resources guides

Review, acknowledge, and sign resourcesComplete required documents in Resources (formerly Policies) and understand version-specific completion.Everyone · 4 min readCreate reports and exportsUnderstand PDF and CSV output, branding options, and export permissions.Members & managers · 4 min readPublish a resource and place PDF signature fieldsUpload the final file, choose the requirement, place fields, and test completion.Administrators · 8 min readTrack resource completion and send remindersSee who is done, remind the rest, and record waivers.Administrators · 8 min readReplace a resource with a new versionPublish revised content without losing earlier completion records.Administrators · 8 min read