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CU PolicyPro recently launched a fully redesigned policy management system for its credit union users. The new system includes a modern, easy-to-navigate design to help users find, view, and print model policies. The new toolbox feature also will help credit unions create, maintain, and distribute policies; assign and track policy updates and reviews; upload and share documents; view and confirm relevant model policy updates; and manage user access to the policy level.
To help familiarize users with the new platform, CU PolicyPro will be holding a series of live training webinars throughout the month of June. The training sessions are free, but registration is required. To see a full description of each session and to register, click on the links below.
- June 9, 2021 (2:00-3:00 pm ET): Using the Auditing Tools
- June 16, 2021 (2:00-3:00 pm ET): Admin Level Training
- June 30, 2021 (2:00-3:00 pm ET): Managing Content Updates
Login information for each webinar will be emailed to participants in the the morning on the day the session is scheduled to occur.