With Fyle you can set and configure custom policies. You can also clone an existing policy which will enable you to use an existing policy as a template, adjusting any parameters as required. To clone a policy :

  • Open your organization policies by clicking on Settings > Policies
  • Select the policy that you want to clone, and click on the Clone option
  • In the Add Policy Rule Screen make any modifications required to the existing policy and click on Save.
  • To clone a policy at the time of creation, click on Save and Clone while saving the policy at the time of creation.

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