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The Properties page shows most of the settings from the Properties Wizard, the dates of workflow milestones, and the document or questionnaire URL.
Note: You can copy and paste the provided URL in a document's content to link between PolicyTech documents for from an external document to a PolicyTech document. In the rare case where you have multiple PolicyTech systems and need to link to documents in one PolicyTech system from documents in another PolicyTech system, you can contact Customer Support to have the Cross-System URL feature enabled. When enabled, this feature displays a specially formatted URL that a user can copy and paste into a document in another PolicyTech system to link back to the current document.
All of the Properties page information is for the document or questionnaire in its current state. You can also view the properties on the date when the item was approved. In the example below, the user would click View overview on approved date (08/08/2016). There may be differences between the two Properties pages, because administrators and the document owner can change properties within the approved item. An administrator can also change PolicyTech preferences that may affect properties.