Purchase an Advanced Feature Module

Adds an option for opening a document for viewing and reading by anyone you give the URL. You can restrict access to a specific range of IP addresses.

After purchasing the module, see Setting Up the Public Viewer.

Adds the ability to define contacts from outside your organization, such as vendors or clients, as PolicyTech users. You can then assign them to write, review, or read documents.

After purchasing the module, see Setting Up Third-Party Contacts.

Important: Depending on your PolicyTech license, the Localization Workflow module may or may not be included. Click System Settings, click System / IT Settings, and then click Registration Info. If you see Localization Workflow: Enabled listed, then the module is already enabled.

Lets you create localized copies from a master document so you can customize copies with site-specific information and translations.

After purchasing the module, see Setting Up Localization Workflow.

Important: Depending on your PolicyTech license, the Export Documents module may or may not be included. Click System Settings, and then click Document Setup. If you see the Export Documents option, then the module is already enabled.

Enables the exporting of documents in the following ways:

• Simple export: Downloads selected documents in their original file formats to a .zip file
• Simple export with PDF conversion: Downloads selected documents to a .zip file after converting all included Word files to PDF
• Export with metadata: Downloads selected documents plus an Excel spreadsheet containing information about each document (document owner, task assignees, date created, and the like)
• Emergency Document Access (EDA): Downloads selected documents along with a basic viewer for browsing and searching for documents
• EDA with PDF conversion: Downloads selected documents—after converting all included Word files to PDF—along with a basic viewer for browsing and searching documents

After purchasing the module, see Exporting Documents.