The following table describes how PolicyTech supports the editing of documents in draft and collaboration status when using WordModulePlus. The Launch Behavior column describes what happens when a document owner, proxy author, or writer opens a document of a particular type from the Edit Document tab of a PolicyTech document.
Imported File Type |
Launch Behavior* |
Word |
Opens in Word inside the PolicyTech document window. |
Excel |
For Excel 2013 or later, opens in Excel in a separate window, where saving the file also saves it to the PolicyTech database.† For Excel 2010 and earlier, opens in Excel inside the PolicyTech document window. |
PowerPoint |
Opens in PowerPoint in a separate window, where saving the file also saves it to the PolicyTech database. |
Visio |
Opens in Visio in a separate window, where saving the file also saves it to the PolicyTech database. |
Other |
|
*Assuming that both WordModulePlus and the file type's authoring program have been installed on your computer.
†This behavior occurs in WordModulePlus version 3.5.0.1474 and later. Attempting to open an Excel 2013 or later document in an earlier WordModulePlus version results in an error.
‡Your administrator can contact Client Support for help with enabling additional file types for synced editing.