Saving and Closing a Template

In an open template, click Save and Close.

Important: If you are editing an Excel template that opens in the Excel application window outside of PolicyTech, the only way to close the Excel application window is to close the PolicyTech browser window.

Note: We also recommend that you periodically save a document while working on it. Click CTRL+S (or click  File, and then click Save) to save the template without closing it.

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Saving a Copy of a Document to Disk

Important: PolicyTech does not track a file you save to disk and can no longer impose security restrictions on that file.

If the Edit Document tab opens the template in an editing application, you can use that application's Save As feature to save the template file to disk.

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