HowTo: Add a New PDF Policy

21st June 2025 | HowTo, MSP, Platform HowTo: Add a New PDF Policy

This article provides steps on how to add a new governance policy into CyberHoot.

How to Add a Policy to a Group in CyberHoot

Option 1: Upload Your Own Policy

  1. Log in and go to the Dashboard.

  2. Click either:

    • The Policies box, or

    • The Policies tab in the top menu.

  3. Click Add Policy.

  4. Upload your PDF file.

  5. Fill out the required fields:

    • Policy name

    • Start date

    • Auto-renew date (optional, with a 60-day reminder)

    • Acceptance window

    • Reminders

    • Enable a quiz (optional)

  6. Choose the target group.

  7. Click Create.


Option 2: Use and Customize a Template from the Library

  1. Go to the Training Library.

  2. Find a policy you want to use.

  3. Click Download to get the policy in Microsoft Word format.

  4. Open the Word document you just downloaded.

  5. Customize the policy to match your organization’s needs.

  6. Save the file as a PDF (not as a Word doc).

  7. Return to Add Policy.

  8. Upload the customized PDF.

  9. Fill out all required settings (start date, acceptance window, auto-renew, etc.).

  10. Click Create.

Latest Blogs

Stay sharp with the latest security insights

Discover and share the latest cybersecurity trends, tips and best practices – alongside new threats to watch out for.

Top 10 Emerging AI-Based Threats Every Business Must Prepare For

Top 10 Emerging AI-Based Threats Every Business Must Prepare For

Artificial Intelligence (AI) is transforming productivity and efficiency, but it’s also arming cybercriminals...

Read more
Microsoft Rolling Out Token Protection: Practical Guidance for MSPs

Microsoft Rolling Out Token Protection: Practical Guidance for MSPs

Part 2 of Our Microsoft Entra Security Series In Part 1, we explored how Microsoft’s Token Protection...

Read more
Why Traditional Phishing Tests Fail — And How the Latest Research Proves It’s Time for a Change

Why Traditional Phishing Tests Fail — And How the Latest Research Proves It’s Time for a Change

For years, organizations have relied on fake email phishing simulations to measure employee resilience to...

Read more