Policy Management

Owned by HB Farris
Last updated: Mar 16, 2023
1 min read

NEW in VERA 2022.2, VERA Administrators can now manage policy files within the Administration UI.

VERA uses policy files (in JSON format) to define certain configurations and business rules. The following policy files are used to fulfill the below purposes.

Policy File

Purpose

Sample File

Policy File

Purpose

Sample File

Approval Policy

  • Define Approval Groups

  • Define Approval Routes

 

Records Management Policy

  • Define record types (default record type at a minimum)

  • Define Data fields to be imported into VERA

  • Define Data fields to be hashed with VERA signature

 

Synchronization Policy

  • Configure information for connecting to third-party integration instance

    • Third-Party Server URL

    • VERA service account username created in the third-party application

    • VERA service account password provided by the VERA Encryption Utility

      Reminder

      This user must be a Project Admin in the third-party project.