Template Setting: Editing Document

Note: This option applies only to Word and Excel templates and only when WordModulePlus is enabled. The Editing Document option has no effect when Office Online integration is enabled.

  1. For Editing Document, click Inside the Browser or Outside the Browser. The benefits of editing a Word document within a PolicyTech browser window include the following:

If you choose to have the document open outside of the PolicyTech browser, when a user opens the document it will open in its default program. PolicyTech detects each time the document is saved in the default program and re-uploads a copy of the document.

Notes:

  • A user must have the document's default program installed on his or her computer in order to open a document outside of the browser.
  • Besides Microsoft® Word and Excel®, PolicyTech supports the upload and launching of Microsoft PowerPoint® (.pptx, .ppt) and Microsoft Visio® (.vsd, .vss, .vst, .vdx, .vsx, .vtx, .vsw) file types. You must enable the launching of any other file type. See Setting Up Document Access for details.
  • Windows controls what program a document is opened in by default.
  1. By default, the Editing Document setting is hidden from and locked for document owners using the template. To change these settings, do one of the following: