About Insert Properties, Company Info Fields

ClosedBusiness Title

Location on Insert Properties menu:

When using WordModulePlus

When using Office Online Integration

Example of an inserted business title:

Note: When setting up PolicyTech, specifying a business title is optional. If no business title has been provided, the inserted field contains "Not Set."

Source: The administrator has the option to specify a business title while setting up PolicyTech. (System Settings > Company Setup > General Properties > Business Title)

When it changes: The administrator can change the business title anytime.

Where to view: The business title you insert will be the same as the one displayed in the document overview. (Overview > Properties)

ClosedLogo

The Logo option appears only if a logo graphic file has been uploaded in Company Setup in System Settings or in the current site settings.

Location on Insert Properties menu:

When using WordModulePlus

When using Office Online Integration

Example of an inserted logo:

Source: The administrator has the option to upload a company logo graphic file while setting up PolicyTech or a site. (System Settings > Company Setup > General Properties > Default Document Logo or System Settings > Company Setup > Sites > New or Edit)

When it changes: The administrator can upload a different logo graphic or delete the current one anytime.

Where to view: Unless you have been assigned the Administrator role, the only way to view the current default logo is to insert it into a document.

ClosedSite Name

Location on Insert Properties menu:

When using WordModulePlus

When using Office Online Integration

 

Example of an inserted site name:

Source: While creating a document, the document owner selects the sites where the document will be accessible. (Properties Wizard > Departments & Categories > First: Choose which sites can access this document).

When it changes: The document owner or administrator can change the site assignments anytime for any active (unarchived) document.

Where to view: The site name list you insert will be the same as the ones displayed with affected departments in the document overview. (Overview > Properties)