Converting an Attachment
When you attach an external file, PolicyTech only uploads a copy of that file into the PolicyTech database. You cannot be sure that a user has read an attachment, because attachments are not tracked. If you want to control and track an external file, you will first need to convert it into a PolicyTech document.
Note: You can also convert an external file into a PolicyTech document while inserting a link to that file into the document (see Inserting a Link).
- To access the Attachments list, do one of the following:.
- Click the Edit Document tab and, if the content looks like that shown below, click Links & Attachments, and then click Attachments.
- Click the Edit Document tab and, if content looks like either of the following, click Attachments.
- While editing a document after selecting Open with Microsoft Office Online or Open in Office, expand the Insert Link menu in the PolicyTech Tools panel, and then click Attachments.
- In the Attachments window, in the Actions column, click Convert for the external file you want to convert.
- In the Confirm window, click Convert Now.
- A new document opens with step 1. Settings of the Properties Wizard displayed and the attachment's file name as the title. Change the title, if desired, select a template, and then click Save.
Note: Unless the external file is a Word, Excel, or HTML document, select an Upload File template.
- When you click Save, the external file is automatically uploaded into the new document. Finish creating the document (see Creating a Document), and then save and close it.
- Back in the Attachments window of the original document, click OK. Notice that the Convert option for the converted document is no longer available.
- Click OK to close the Attachments window.