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• Creating a Policy

  Policies within Patronum are extremely powerful and can be used to create workflows for onboarding and offboarding of users based on specific criteria such as new users, job title or even date. To create a Policy workflow follow these steps: WORKFLOW From within the Policy section select the create (+) icon. Give the policy a name and description. These will be used in any email notifications or approvals. ![Create Workflow Policy](https://storage.crisp.chat/users/helpdesk/website/6Very popular

• Setting up a File Sharing within a policy

  Share files and folders, or transfer ownership to an Executor from within the FILES policy. ONBOARDING Right click all allows you to Add, Make a Copy of someone files and folders, or Create New Folder to help with Google Drive organisation. File Management with Patronum Policy OFFBOARDING By hovering over the (+) icon you will notice a small deprovisioning icon below. Select this option to confiFew readers