Adding Content to a Word Template
Important: Before you can add Word content to a template, you must complete at least step 1. Template Setup of the Properties Wizard (see Template Setup Step for Documents) and click Save.
- Do one of the following:
- If the template is already open, click the Edit Document tab near the upper left corner or the Edit Document button at the bottom of the currently displayed Properties Wizard step.
- If the template is currently closed, click System Settings, click Content Setup, and then click Templates. Click the template title, and then click the Edit Document tab or button.
- The way you add content to a Word template depends on what type of Word integration your PolicyTech system is currently using. Do one of the following:
- If a blank document opens immediately, either inside the template window or in a separate Word application window, continue with the instructions under With WordModulePlus.
With Office Online Module
- Click the Edit Document button.
- Do one of the following:
- Click Go after Open with Microsoft Office Online to open a new document in Word Online.
- Click Go after Open in Office to open a new document in the desktop version of Word outside the PolicyTech template window.
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Important:
- The Open in Office option will work only if you have the desktop version of Word installed on your computer.
- Always save your work in Word before closing the PolicyTech template window. Closing the PolicyTech template window ends the connection between the Word application and PolicyTech. Changes made in Word after closing the PolicyTech template window would therefore not be automatically saved back to the PolicyTech database. You would have to save the changes to a local hard drive, reopen the PolicyTech template, and then upload the document with the offline changes.
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- Click Go after Upload / Overwrite and follow the prompts to upload an existing Word document as this template's contents.
- Do any of the following to add or modify template content:
Note: If you uploaded a document, to edit it, click the Edit Document button, and then click Go for either of the Open with Microsoft Office Online or Open in Office options described above.
- Use any available Word features to write and format the template.
- To insert automatically updated fields containing document property information, place your cursor, and then, in the PolicyTech Tools pane under Insert Properties, find and click a document property (see Inserting Document Propertiesfor detailed instructions).
Note: Property fields added to a template are placeholders that will contain actual document property information once a document is created from the template.
- To insert links to other PolicyTech document, place your cursor, and then, in the PolicyTech Tools pane under Insert Link, select a link option and follow the prompts (see Inserting Links to Documents and Websites for detailed instructions.
- (Optional) To return to the Properties Wizard to finish assigning properties, do one of the following, depending on how you initially opened the template's contents:
- If you selected Open with Microsoft Office Online to open the template contents, in the window's header, click Back to PolicyTech, and then click the Properties Wizard tab.
- If you selected Open with Office, save the document and close the Word application window. Then, return to the PolicyTech template window, click Back to PolicyTech, click Continue, and then click the Properties Wizard tab.
- When you're finished, click Save and Close.
With WordModulePlus
- Do either of the following to add content to the document:
- Use any available Word features to write and format the document.
Note: If you would like to see more of the document within the window, click Tools, and then click Collapse Header Bar. When you are ready to use a feature in the header bar, click Tools, and then click Expand Header Bar.
- Click Editor Tools, click Import/Overwrite, and then follow the prompts to import the content of an existing Word document from outside of PolicyTech (see Importing Content (Template) for detailed instructions).
Important: Importing content completely overwrites any existing content. Copy and paste information from another document if you need to preserve existing content.
- (Optional) Place your cursor in the document where you want to insert a document property field. Click Tools, click Insert Properties, and then find and insert a document property (see Inserting Document Properties for detailed instructions).
Note: Property fields added to a template are placeholders that will contain actual document property information once a document is created from the template.
- When you're finished adding content, do either of the following:
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