Importing Content

You can import any type of file from outside of PolicyTech into a document. How a document with imported content is handled thereafter depends on the file type (see Document Editing Behavior by File Type for details).

Important: The imported document will completely overwrite the contents of the PolicyTech document. PolicyTech does, however, save a version of the document before performing the import. You can access document versions from the Version History page in a document's Overview tab (see Working with the Overview for details). Nonetheless, we recommend using this feature only when the PolicyTech document is empty or if you are certain that its contents can be overwritten without losing important information. If the document already contains important information, we recommend that you copy and paste information from the external document rather than importing it.

To import and overwrite the contents of a PolicyTech document with the contents of an external document,

1. Open the document, and then click Edit Document (if it is not already selected).

Note: If the document has been assigned an upload file template and the template contains no uploaded file, the Upload New Document window is immediately displayed, and you can skip to step 3 below.

2. Do one of the following:

• If the content of the Edit Document tab looks similar to that below, click Tools, and then click Import / Overwrite.

• If the content of the Edit Document tab looks like the one below, click the Edit Document button in the DOCUMENT PREVIEW header, and then click Upload/Overwrite.

• If the content of the Edit Document tab looks like the one below, click Import/Overwrite.

3. Click Browse, find and click the file you want to upload, click Open, and then click Upload. (Alternatively, you can open Windows Explorer, click and drag the file onto the box that contains the text Drop file here, and then click Upload.)

Screenshot...

4. Click OK when you see the alert shown below.

Screenshot...

What you see in the Edit Document tab depends on the type of file you uploaded. See Document Editing Behavior by File Type for details.

of