> ## Documentation Index
> Fetch the complete documentation index at: https://manuals.cobo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage token transfer policy

> Learn how to manage token transfer policies in Cobo Portal, ensuring secure and efficient asset transfers.

## Edit a transfer policy

1. Log into [Cobo Portal](https://portal.cobo.com/login).
2. Click **Transaction Policies** in the left sidebar.
3. Switch to the **Transaction Policies** tab.
4. Under **Operations**, click <img src="https://mintcdn.com/cobo-6/iUEIXAPu2nP-33wJ/en/images/common/icon_more.svg?fit=max&auto=format&n=iUEIXAPu2nP-33wJ&q=85&s=7e2cf2fb7a3615559ac4d87cd9606020" className="icon" width="34" height="34" data-path="en/images/common/icon_more.svg" /> > <img src="https://mintcdn.com/cobo-6/iUEIXAPu2nP-33wJ/en/images/common/icon_edit.svg?fit=max&auto=format&n=iUEIXAPu2nP-33wJ&q=85&s=7a29d417f8ab29d73a33b4f5adfd8571" className="icon" width="34" height="34" data-path="en/images/common/icon_edit.svg" />**Edit** next to the policy you want to modify.
5. In the pop-up window, you can modify the **Policy Name**, **Applicable Wallets**, add or delete condition templates, and modify the action to be taken if the policy is triggered.
6. Click **Save** and, if required, complete the MFA verification.

## Delete a transfer policy

<Note>A transfer policy can be deleted only if its status is **Active**.</Note>

1. Log into [Cobo Portal](https://portal.cobo.com/login).
2. Click **Transaction Policies** in the left sidebar.
3. Switch to the **Transaction Policies** tab.
4. Under **Operations**, click <img src="https://mintcdn.com/cobo-6/iUEIXAPu2nP-33wJ/en/images/common/icon_more.svg?fit=max&auto=format&n=iUEIXAPu2nP-33wJ&q=85&s=7e2cf2fb7a3615559ac4d87cd9606020" className="icon" width="34" height="34" data-path="en/images/common/icon_more.svg" /> > <img src="https://mintcdn.com/cobo-6/iUEIXAPu2nP-33wJ/en/images/common/icon_delete.svg?fit=max&auto=format&n=iUEIXAPu2nP-33wJ&q=85&s=d3f56af2211d0a566cc268fff5f57e57" className="icon" width="34" height="34" data-path="en/images/common/icon_delete.svg" />**Delete** next to the policy you want to delete.
5. In the pop-up window, confirm whether you would like to delete the selected policy.
6. Click **Yes** and, if required, complete the MFA verification.

## View revision history

1. Log into [Cobo Portal](https://portal.cobo.com/login).
2. Click **Transaction Policies** in the left sidebar.
3. Switch to the **Transaction Policies** tab.
4. Under **Operations**, click <img src="https://mintcdn.com/cobo-6/iUEIXAPu2nP-33wJ/en/images/common/icon_more.svg?fit=max&auto=format&n=iUEIXAPu2nP-33wJ&q=85&s=7e2cf2fb7a3615559ac4d87cd9606020" className="icon" width="34" height="34" data-path="en/images/common/icon_more.svg" /> > <img src="https://mintcdn.com/cobo-6/iUEIXAPu2nP-33wJ/en/images/common/icon_revisions.svg?fit=max&auto=format&n=iUEIXAPu2nP-33wJ&q=85&s=70ce895ca5a873bf5e2c00202ad0677b" className="icon" width="34" height="34" data-path="en/images/common/icon_revisions.svg" />**Revisions** next to the policy for which you want to view the revision history.
5. View the revision history of the selected policy.
   * You can see past versions of the policy that were in effect, as well as deleted versions. The list will not include the currently active version of the policy or any versions that are being created or edited.
   * You can also view details such as the modifiers, modification times, as well as transactions associated with the past versions of the policy.

## View transaction history

1. Log into [Cobo Portal](https://portal.cobo.com/login).
2. Click **Transaction Policies** in the left sidebar.
3. Switch to the **Transaction Policies** tab.
4. Under **Operations**, click <img src="https://mintcdn.com/cobo-6/iUEIXAPu2nP-33wJ/en/images/common/icon_more.svg?fit=max&auto=format&n=iUEIXAPu2nP-33wJ&q=85&s=7e2cf2fb7a3615559ac4d87cd9606020" className="icon" width="34" height="34" data-path="en/images/common/icon_more.svg" /> > <img src="https://mintcdn.com/cobo-6/iUEIXAPu2nP-33wJ/en/images/common/icon_view%20transactions.svg?fit=max&auto=format&n=iUEIXAPu2nP-33wJ&q=85&s=a99ff910ddfddd9aa1a2d13138be9156" className="icon" width="34" height="34" data-path="en/images/common/icon_view transactions.svg" />**Transactions** next to the policy for which you want to view the related-transaction history.

## View policy details

1. Log into [Cobo Portal](https://portal.cobo.com/login).
2. Click **Transaction Policies** in the left sidebar.
3. Switch to the **Transaction Policies** tab.
4. Under **Operations**, click <img src="https://mintcdn.com/cobo-6/iUEIXAPu2nP-33wJ/en/images/common/icon_more.svg?fit=max&auto=format&n=iUEIXAPu2nP-33wJ&q=85&s=7e2cf2fb7a3615559ac4d87cd9606020" className="icon" width="34" height="34" data-path="en/images/common/icon_more.svg" /> > <img src="https://mintcdn.com/cobo-6/iUEIXAPu2nP-33wJ/en/images/common/icon_view.svg?fit=max&auto=format&n=iUEIXAPu2nP-33wJ&q=85&s=98892622220d66c7cabd6e1e775899f2" className="icon" width="32" height="32" data-path="en/images/common/icon_view.svg" />**View Details** next to the policy for which you want to view the details of.
