Viewing a Document's or Questionnaire's URL

Each document and questionnaire in PolicyTech has a unique URL (web address) that can be used to access that item directly. You can add the URL to a link in a document or enter it on the address line of a browser.

Depending on the current PolicyTech configuration and the item's state, a single document or questionnaire may have multiple URLs associated with it.

You can view all of a document's URLs in one of two ways:

• Open a document's or questionnaire's Overview and go to the URL section (see Working with the Overview for details).
• Access a URL list from a document or questionnaire grid (read on for details on using this method).

Viewing URLs for the Current Version of a Document

To view all of the URLs associated with the current version of a published document or questionnaire,

1. Use Search or Browse to find a document or questionnaire in the Pending or Published status (see Searching for a Document or Questionnaire or Browsing for a Document or Questionnaire).
2. In the Actions column for the document/questionnaire whose URLs you want to view, click , and then click Document URLs.

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You should see dialog box similar to the one below, which shows the URL for the latest version.

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If there are any other URLs associated with this version, they will appear under Other Links.

Note: Additional URLs are available only if their corresponding features have been enabled (see URL Types below).

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Viewing a URL for a Previous Version

Note: Only those with permission to view archived documents and questionnaires will be able to access previous versions.

1. Perform steps 1 and 2 in the section above and then click Previous Versions to display the document's or questionnaire's history.
2. Click the desired version to open it.

The URL is in the browser's address box.

URL Types

The table below lists the different URL types and details of when these URLs are available for which items.

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