Policies can be edited in a variety of different way, often directly on the policy list.
To edit a policy:
Select a policy and select Edit from the Edit menu, or double-click on a policy, to open the Edit Policy pane.
You can also edit a policy inline using the object pane (either the Object Selector frame or the Object Configurations pane when dual pane is enabled), the right-click menu, and by dragging and dropping objects. See Object selector and Drag and drop objects.
The right-click menu changes based on the cell or object that is clicked on. When available, selecting Add Object(s) opens the Add Object(s) dialog box, where one or more objects can be selected to add to the policy, or new objects can be created and then added. Selecting Remove Object(s) removes the object from the policy.
To clone a policy:
Select a policy, and from the Edit menu, select Clone. The Clone Policy dialog box opens with all of the settings of the original policy. Edit the settings as required and select OK to create the clone.
To copy, cut, or paste a policy or object:
You can copy, cut, and paste policies. Select a policy, and from the Edit menu, select Cut or Copy. When pasting a copied or cut policy, you can insert it above or below the currently selected policy.
You can also copy, cut, and paste objects within a policy. Select an object in a cell, or select multiple objects using the control key, then right-click and select Copy or Cut. Copied or cut objects can only be pasted into appropriate cells; an address cannot be pasted into a service cell for example.
A copied or cut policy or object can be pasted multiple times without having to be recopied.
To delete a policy:
You can delete a policy. Select a policy, and from the Edit menu, select Delete.
To add a section:
You can use sections to help organize your policy list. Policies can also be appended to sections.
Select a policy, and from the Section menu, click Add. Type a section name, and click OK to add a section to the currently selected policy.