Quick Reference for Writer

A Writer can use this quick reference when using Office Online integration.

Note: To support using PolicyTech on multiple devices, the user interface is responsive to screen and window size. In smaller spaces, labeled options become icons or are moved to remain accessible.

Access an Assigned Document

You can access a document in the following ways:

In your email application, open the Writing collaboration required message and click the link.
In PolicyTech, click My Tasks, find the document under Collaborate, and then click the link.
In PolicyTech, click Documents, then click Browse. For My Relationship, click Content I Write, then click OK. Note: The document remains in Collaboration until all writers are done. It then returns to the document owner in Draft status, where you can no longer work on it.
If you see a warning message when opening a document, you can choose to have PolicyTech notify you when the document is available or click OK to view the document in read-only mode.

Collaborate on a Document

You can collaborate with document owners in creating a document. However, only document owners can modify the document properties and submit the document for review.

Edit Content. Click the Edit Document tab, click the Edit Document button, and then click Go for Open in Office (desktop Word). Note: While you can edit document content using Word Online (Open with Microsoft Office Online), inserting property fields and links may not be available.
Insert a Properties Field. From the Insert Properties menu in the PolicyTech Tools pane, you can insert automatically populated data fields containing document properties, such as the document owner or approval date.
Link to a Document or Website. Place the cursor where you want a link inserted, click to expand the Insert Link menu, click a link option, and follow the prompts.
Go Back to PolicyTech. Do one of the following: If you are working in desktop Word, save the revised document, close Word, then click Back to PolicyTech. If you are working in Word Online, click Back to PolicyTech.
Finish writing. Click Finished Writing and follow the prompts.