Submitting Policies to Neola Productions

Step 1: Complete the Disposition Sheet (Required) Every submission requires a completed Disposition Sheet for verification.

• Open the Disposition sheet in your Draft book and add adoption dates for approved policies. If any policy updates have been rejected or tabled enter dates into the appropriate column.

Note: tabled policies will remain in your draft workspace and rejected policies will be removed.

Note: Obtain a blank sheet via Book > Import > Update Subscriptions.

Step 2: Select Your Submission Method Choose one of three ways to submit policies:

• Method A: Status Menu (Recommended)- Bulk submit based on status labels.
1. Set approved policy statuses to Adopted.
2. Select the policies under the "Adopted" status view.
3. Use the toolbar or three-dot menu to select Send to Neola.
   
   
• Method B: Dedicated Section - Submit an entire section at once.
1. Select policies in a section or drag adopted policies and the Disposition Sheet into a section.
2. Click the three-dot menu next to the section name.
3. Select Send to Neola or Send to Production.
   
   
• Method C: Submit via Individual documents - Manually select scattered policies.

1. To select multiple documents hover over a document icon next to a policy until a circle appears to select policy
2. At the top of the screen choose the “send to production” option to submit a group of policies to Production.