Adding Content to a Word Template

Important: Before you can add Word content to a template, you must complete at least step 1. Template Setup of the Properties Wizard (see Assigning Document Template Properties).

Add Content to a Word Template

  1. Click Settings & Tools > Content Setup, and then click Templates.

  2. Click the template title, and then click the Edit Document tab.

  3. The way you add content to a Word template depends on what type of Word integration your PolicyTech system is currently using. Do one of the following:
    • If you see a prompt like the one below, continue with the instructions under With Office Online Module.
    • If a blank document opens immediately, either inside the template window or in a separate Word application window, continue with the instructions under With WordModulePlus.

With Office Online Module

  1. Click the Edit Document button.

  2. Do one of the following:

    • Click Go after Open with Microsoft 365 for the web.
    • Click Go after Open in Microsoft 365 desktop app (2021 or later required for PT Tools add-in) to open a new document in the desktop version of Word outside the PolicyTech template window.

      Important:

      • The Open in Office option will work only if you have the desktop version of Word 2021 or later installed on your computer.
      • Always save your work and close desktop Word before closing the PolicyTech template window (with the Back to PolicyTech link in the header). Closing the PolicyTech template window ends the connection between the Word application and PolicyTech. Changes made in Word after closing the PolicyTech template window would therefore not be automatically saved back to the PolicyTech database. You would have to save the changes to a local hard drive, reopen the PolicyTech template, and then upload the document with the offline changes.
    • Click Go after Upload / Overwrite and follow the prompts to upload an existing Word document as this template's contents. You are required to add a comment when uploading a document.

  3. Do any of the following to add or modify template content:

    Note: If you uploaded a document, to edit it, click the Edit Document button, and then click Go for either of the Open with Microsoft 365 for the web or Open in Microsoft 365 desktop app (2021 or later required for PT Tools add-in) options described above.

    • Use any available Word features to write and format the template.
    • To insert automatically updated fields containing field property information, place your cursor, and then, in the PolicyTech Tools pane under Insert Properties, find and click a field property.

      Note: Property fields added to a template are placeholders that will contain actual document information once a document is created from the template.

    • To insert links to other PolicyTech document, place your cursor, and then, in the PolicyTech Tools pane under Insert Link, select a link option and follow the prompts.
  4. (Optional) To return to the Properties Wizard to finish assigning properties, do one of the following, depending on how you initially opened the template's contents:
    • If you selected Open with Microsoft 365 for the web to open the template contents, in the window's header, click Back to PolicyTech, and then click the Properties Wizard tab.
    • If you selected Open in Microsoft 365 desktop app (2021 or later required for PT Tools add-in), save the document and close the Word application window. Then, return to the PolicyTech template window, click Back to PolicyTech, click Continue, and then click the Properties Wizard tab.
  5. Click Save and Close.

With WordModulePlus

  1. Do either of the following to add content to the document:
    • Use any available Word features to write and format the document.

      Note: If you would like to see more of the document within the window, click Tools, and then click Collapse Header Bar. When you are ready to use a feature in the header bar, click Tools, and then click Expand Header Bar.

    • Click Editor Tools > Import/Overwrite, and then follow the prompts to import the content of an existing Word document from outside of PolicyTech (see Importing External Content (Template) for detailed instructions).

      Important: Importing content completely overwrites any existing content. Copy and paste information from another document if you need to preserve existing content.

  2. (Optional) Place your cursor in the document where you want to insert a field property. Select Tools, click Insert Properties, and then find and insert a field property.

    Note: Property fields added to a template are placeholders that will contain actual field information once a document is created from the template.

  3. Click Save and Close.