, and then follow the prompts.NAVEX Global® provides the following resources to ensure the successful setup and use of PolicyTech® by those in your organization.
Administrator Topics by Subject
Live Training Event Calendar and On-Demand Training Videos
Quick Reference - Assignee (formerly Reader)
Quick Reference - Document Owner (editing via WordModulePlus)
Quick Reference - Writer (editing via WordModulePlus)
Quick Reference - Reviewer (revisions via WordModulePlus)
Quick Reference - Approver (revisions via WordModulePlus)
Quick Reference - Document Owner (editing via Office Online Integration)
Quick Reference - Writer (editing via Office Online Integration)
Quick Reference - Reviewer (revisions via Office Online Integration)
Quick Reference - Approver (revisions via Office Online Integration)
Note: To download a guide, with the guide displayed, hover the cursor over the top portion of the document window to display the PDF viewer options, click , and then follow the prompts.
Third-Party Contacts Supplement
Localization Workflow Supplement
Important: These services are available only to a PolicyTech administrator designated by your organization as a Customer Support contact. If you have a question or issue, please contact your PolicyTech administrator, who can then contact Customer Support if he or she cannot resolve the issue.