Docs
Materials

Import policies in bulk

Upload multiple `.docx` policy files and convert them into Enlytning drafts.

Bulk upload converts multiple Microsoft Word .docx files into Enlytning policy drafts. Review and publish each converted draft in the editor.

Why Word documents work

Portable Document Format (PDF) files do not retain the heading, paragraph, and list structure needed to split content into sections. Word .docx files retain that structure.

Check permissions and availability

Your role and subscription plan determine whether you can use bulk upload:

  • User role: You must be a Creator, Admin, or Owner
  • Subscription plan: You must use Professional, Expert, or Free Trial

Plan limits

Essential organisations see a disabled Import Document option. Free Trial organisations can use it within the plan limit of 30 policies.

Upload policy documents

Convert the .docx files from Materials:

Each file must be 20 MB or smaller.

Select Create on the Materials page, or select + at the top of the sidebar, then Create material.

On Create new material, select Import Document.

Set the conversion options below the upload area.

Drag up to 20 .docx files into Upload Policies, or browse for them.

Wait while the uploader shows progress for each file.

Review the conversion results.

Set the conversion options

Choose these options before your files finish uploading. They apply to every file in the upload, and Enlytning removes them from the page once conversion starts:

  • Add a table of contents: Adds a table of contents built from the document’s headings; enabled by default
  • Add a signature block: Adds an acknowledgement signature to the end of the policy; enabled by default
  • Page structure: Choose One page per section or Automatic for pages based on content length

Each converted file becomes an unpublished policy named after the source filename.

From the results, select Edit to open a policy, View drafts to open the materials list, or Upload more to add documents.

Formatting after conversion

The converter preserves headings, lists, and bold text. Review complex layouts and custom fonts after conversion.

Remove an old table of contents

The uploader adds a functional table of contents. If the source file contains a text-based version, delete that old text from the editor.

On this page