Adding Content to Excel using Office Online Module

You can use Office Online to add content to an Excel spreadsheet.

Add Content to an Excel spreadsheet using Office Online

  1. Use Search or Browse to find the document you want to modify.
  2. Click the document title, and then do one of the following:
    • If you see document contents (from the template) in preview mode, as shown below, click the Edit Document button in the DOCUMENT PREVIEW header.

    • If you see a prompt like the one below (shown when the assigned template has no prewritten content), click the Edit Document.

  3. In the Edit Document menu, do one of the following:

    • Click Go for Open with Microsoft Office Online to edit the document using Excel Online. (Optional) Select the Set as Default check box before clicking Go to skip this step next time.
    • Click Go for Open in Office to edit the document using desktop Excel. (Optional) Select the Set as Default check box before clicking Go to skip this step next time.

      Note: The document may or may not already have content, depending on which template you selected.

    • Click Upload / Overwrite and follow the prompts to upload an external Excel file as the PolicyTech document. The uploaded document displays in preview mode.

      In the DOCUMENT PREVIEW header, click Edit Document, and then click Go for Open with Microsoft Office Online or Open in Office.

  4. Do any of the following to add or edit document content:
    • If you are editing in Excel Online, save the document and close the PolicyTech document window.
    • If you are editing in desktop Excel, save the document and close the Excel application. Then, close the PolicyTech document window.

Important: Always save your work in Excel before closing the PolicyTech document window (with the Back to PolicyTech link in the header). Closing the PolicyTech document window ends the connection between the Excel application and PolicyTech. Changes made in Excel after closing the PolicyTech document window are therefore not saved back to the PolicyTech database. You would have to save the changes to a local hard drive, reopen the PolicyTech document, and then upload the spreadsheet with the offline changes.