Using Mobile Solutions

PolicyTech offers limited access from mobile devices—supported smart phones and tablets—using either of the following solutions:

Important: The PolicyTech Mobile app is only available for SaaS (Software as a Service) instances of PolicyTech. PolicyTech in a supported mobile web browser is available for both SaaS instances and PolicyTech instances installed on your organization's premises.

The primary purpose of both of these mobile solutions is to provide quick access to the documents you need to read and attest to (mark as read) and reference in your day-to-day job functions.

Important: The mobile solutions are NOT tools for editing documents, running reports, or configuring system settings. Also, supported document types are strictly limited to Microsoft Word, PDF, and HTML documents.

Refer to the following topics for more information about and instructions on setting up and using mobile solutions:

Supported Features

Downloading and Setting Up the PolicyTech Mobile App

Starting PolicyTech in a Mobile Web Browser

Using Mobile Solutions