Inserting a Link to a New (Not Yet Created) Document

You can both create a new draft document and link to it at the same time from within a Word document using the PolicyTech Tools Add-In. You cannot insert links to assessments or campaigns.

Important: Links to network drives or locations on shared folders outside of PolicyTech are not supported.

Insert a Link

  1. From within a document, place the cursor where you want the link inserted.
  2. In the PolicyTech Tools pane, expand the Insert Link menu, and then click Create New Document and Link to It.

  3. For Content Title, type a title.
  4. For Template, select a template, and then click OK.
  5. In the Confirm dialog box, do one of the following:
    • Click Done.
    • Click Add Another to insert another link at the current cursor location, and then click Done.
  6. If you encounter an issue editing a document, click Having trouble editing, and then click Run. The Office Desktop Troubleshooter scans for security system settings that could block network requests when saving or editing a document. If errors occur provide the reported results to your IT professional or system administrator.