Configuring PolicyTech Tools Add-In

The PolicyTech Tools Add-In allows you to insert document properties, such as a reviewer's name or the approval date and links to other securely stored PolicyTech documents into a Word document. The add-in is available in the Microsoft Office Store. Using the Microsoft 365 Centralized Deployment allows the PolicyTech Tools Add-In to work even if your organization has the Microsoft Office Store blocked. Consult with your IT personnel to deploy the PolicyTech Tools Add-In, which is required for all users who create, edit, or revise documents.

Important: Be sure to utilize the Centralized Deployment Compatibility Checker and review the Centralized Deployment FAQs from the Microsoft website to verify whether the add-in works for users and groups within your organization.

Enable PolicyTech Tools Add-in

You need to enable the add-in first before you use the Microsoft Admin Center for deployment.

  1. Click Settings & Tools > Content Setup, and then click Default Properties.
  2. Click the Documents tab.
  3. In the Tools Add-in section, select Use Microsoft 365 Centralized Deployment to enable PolicyTech Tools add-in.
  4. Click Save.

Deploy PolicyTech Tools for users without access to Microsoft Office Store

  1. From the Microsoft Office Store, log in with a global administrator account for your organization.

  2. In the Microsoft 365 Admin Center, click + Deploy Add-In, and then select Next.

  3. For Deploy a new add-in, click Choose from the Store.

  4. In the search box, type "PolicyTech", then click Add.

  5. For Assign Users, specify the user(s) or group(s) for which the add-in will be deployed, and then click Deploy.

  6. The user(s) selected for the deployment of the add-in will receive an email notifying them that the add-in is available. The user should close and relaunch Word.

  7. The add-in should appear in the Word app ribbon. If it doesn't appear, click Insert, and then click My Add-ins.