Note: for security purposes, we do not recommend emailing policies unless you are using a secured email system.

For a single policy, you can either print it to PDF (most of our credit unions have the ability to print to PDF – if you don’t, you can check with your IT staff to see if it can be installed for you) or copy the text from View/Print mode and paste it into a Word document. It will hold the formatting and can be saved and emailed that way.

For multiple policies, we recommend publishing those particular policies so the published manual can be downloaded as a PDF or Word document.

Active published manuals are also accessible by authorized users from the Home page of CU PolicyPro, which may be a more secure option than emailing policies directly to them. User access for published manuals is determined, and can be edited, on the Publishing page of the Administration area.

See the Quick Guides on Publishing CU Policies and Viewing and Printing CU Policies for detailed instructions on each of these options.