Editing Document

You may or may not see this optional setting, depending on how the currently assigned template was set up and what Microsoft^® Office integration PolicyTech is using. Also, the Editing Document setting applies only to templates for Word and Excel documents.

If you see the setting but the text for the Editing Document list is displayed with a gray font rather than black, the setting is displayed for your information only; you cannot change it.

If the setting is active, click the Editing Document box, and then click Inside the Browser or Outside the Browser. The benefits of editing a Word document within a PolicyTech browser window include the following:

• Ability to insert document property fields that update automatically if they change
• Automatic display of an unremoveable watermark in documents in the draft, review, and approval statuses

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.

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