Inserting a Link to an Existing Document

You can insert links into an existing PolicyTech document. You cannot insert links to assessments or campaigns.

Insert a Link with Office Online Module

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

  1. From within a document, place the cursor where you want to insert a link.
  2. In the PolicyTech Tools pane, expand the Insert Link menu, and then click Insert Link to Existing Content.

  3. Use Search or Find to locate the document you want to link, and then click the document title.
  4. 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.
  5. 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.

Insert a Link with WordModulePlus

  1. From within a document, place the cursor where you want to insert a link.

  2. Click the Links & Assessments tab, and then select Insert Link to Existing Content.

  3. Use Search or Find to locate the document you want to link, and then click the document title.

  4. 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.