Adding Content to an Excel Template

Important: Before you can add Excel content to a template, you must complete at least step 1. Template Setup of the Properties Wizard (see Template Setup).

  1. Do one of the following to start editing the Excel template:
  1. The way you add content to an Excel template depends on what type of Excel integration your PolicyTech system is currently using. Do one of the following:

With Office Online Integration

  1. Click the Edit Document button.
  1. Do one of the following:

Important:

  • The Open in Office option will work only if you have the desktop version of Excel installed on your computer.
  • Always save your work in Excel before closing the PolicyTech template window. Closing the PolicyTech template window ends the connection between the Excel application and PolicyTech. Changes made in Excel after closing the PolicyTech template window would therefore not be automatically saved back to the PolicyTech database. You would have to save the changes to a local hard drive, reopen the PolicyTech template, and then upload the spreadsheet with the offline changes.
  1. Do any of the following to add or modify template content:

Note: If you uploaded a spreadsheet, to edit it, click the Edit Document button, and then select either of the Open with Microsoft Office Online or Open in Office options described above.

Note: Property fields added to a template are placeholders that will contain actual document property information once a document is created from the template.

Important:

  • The target cell for the inserted property must be empty.
  • You will see a warning that using Insert Properties erases the editing history for Excel's Undo feature. You must click OK to confirm the action.
  1. (Optional) To return to the Properties Wizard to finish assigning properties, do one of the following, depending on how you initially opened the template's contents:
  1. When you're finished, click Save and Close.

With WordModulePlus

  1. Do either of the following to add content to the template:

Note: If the Excel template is displayed in the PolicyTech Edit Document tab and you would like to see more of the document within the window, click Tools, and then click Collapse Header Bar. When you are ready to use a feature in the header bar, click Tools, and then click Expand Header Bar.

Important: Importing content completely overwrites any existing content. Copy and paste information from another spreadsheet if you need to preserve any existing content.

  1. (Optional) Place your cursor in the spreadsheet cell where you want to insert a document property field. In the PolicyTech browser window, click Tools, click Insert Properties, and then find and insert a document property (see Inserting Document Propertiesfor detailed instructions).

Important:

  • The target cell for the inserted property must be empty.
  • You will see a warning that using Insert Properties erases the editing history for Excel's Undo feature. You must click OK to confirm the action.

Note: Property fields added to a template are placeholders that will contain actual document property information once a document is created from the template.

  1. When finished adding content, do any of the following: