Advanced Features Basics

PolicyTech offers several optional add-ons and advanced feature modules.

Note: To enable an advanced feature or to purchase an advanced module, contact NAVEX Customer Support by submitting a request in the Community. If you are given a new registration code, see the instructions for Updating Registration Information.

Advanced Feature Add-Ons

The table below lists the available add-ons that are included with basic licenses and that only need to be enabled.

Add-On	Description
PDF Converter	PDF Converter exports a copy of all approved Microsoft Word documents to a temporary folder where a third-party application—Neevia Document Converter Pro—converts them into PDF format. PolicyTech then displays the PDF version of those documents to readers, which eliminates the need for readers to have Word licenses. Note: If Office Online Module is enabled, the PDF versions are only used when exporting documents. The Word Online viewer is always used for reading.
Incident Management Integration	Enables integration of EthicsPoint Incident Management with PolicyTech which is a NAVEX product.
Document Import with Metadata	Enables assigning many document properties to all imported documents at once using a metadata spreadsheet.
PolicyTech API Keys	Provides an API key that a developer responsible for doing custom programming can use to integrate third-party applications with PolicyTech documents through the PolicyTech API. Only gives access to documents assigned the All Users or Public security level Documents assigned Restricted - High or Restricted - Severe, as well as assessments and campaigns, are not accessible.
PolicyTech API for Integration with SharePoint Federated Search	Provides a method for returning a list of matching PolicyTech documents in SharePoint search results. The API call—GetDocuments—retrieves only documents that both match the SharePoint search criteria and meet the following PolicyTech criteria: Must be assigned to a site to which the API key has been assigned Must reside in the Published status Must have a security level designation of All Users or Public

Advanced Feature Modules

The table below lists the available modules which can be purchased separately.

Module	Description
Public Viewer	Adds an option for opening, viewing, and reading, any published document assigned the Public security level, by anyone with the URL who is not a PolicyTech user. You can restrict access to a specific range of IP addresses.
Third-Party Contacts	Adds the ability to define contacts from outside your organization, such as vendors or clients, as PolicyTech users. You can then assign them to write, review, or read documents.
Localization Workflow	Adds the ability to create localized copies from an original document so you can customize copies with site-specific information and translations. Important: Localization Workflow is available only with the purchase of an Enterprise license.
Export Documents	Adds the ability to export document data. You can use the following methods: Simple Export. Downloads selected documents in their original file formats. This includes an option for Word documents in PDF format. Export with Metadata. Downloads selected documents plus an Excel spreadsheet containing information about each document (document owner, task assignees, date created, and the like). This includes a Summary Report and All Versions option. Emergency Document Access (EDA). Downloads selected documents along with a basic viewer for browsing and searching for documents.
User Provisioning Service	Adds the ability to sync user files that are either exported from another database or manually created. The User Provisioning Service installs in your Windows environment.
Single Sign-On	Adds the ability to refer login attempts to a third-party application. Users who are logged in through the SSO application will not need to log in when launching PolicyTech. This implementation requires a Private Key, an Authentication URL, and a URL Key for PolicyTech to communicate with your SSO application. Check with your IT professional or system administrator for information on the setup of SSO for your organization.