Enable an Advanced Feature Add-On

PDF Converter exports a copy of all approved Microsoft^® Word documents to a temporary folder where a third-party application—Neevia Document Converter Pro—converts them into PDF format. PolicyTech then displays the PDF version of those documents to readers, which eliminates the need for readers to have Word licenses.

Note: If Office Online Module is enabled (see Module Manager), the PDF versions are only used when exporting documents (see Exporting Documents). The Word Online viewer is always used for reading.

Important: If PolicyTech is installed on your organization's premises, you'll need to contact Client Support to get a Neevia Document Converter Pro serial number. If your PolicyTech site is hosted by NAVEX Global, you don't need to call Client Support to enable it. You need only to activate it in Module Manager (see Set Up PDF Converter).

Enables integration of EthicsPoint Case Management or IntegriLink with PolicyTech, both of which are NAVEX Global products.

From within EthicsPoint or IntegriLink, case investigators can view case-related PolicyTech documents.

From within PolicyTech, a user can do the following:

• Enable the syncing of EthicsPoint issue types or IntegriLink allegation types with corresponding PolicyTech categories
• Assign issue type or allegation type categories to documents, making them accessible in EthicsPoint or IntegriLink
• Be assigned the case investigator role, which allows that user to request updates to case-related documents
• Report an incident or event from within a document

For additional details, see Set Up Case Management Integration.

Enables assigning many document properties to all imported documents at once using a metadata spreadsheet. For additional details, see Document Import with Metadata.

Provides a method for returning a list of matching PolicyTech documents in SharePoint search results. The API provides one function—GetDocuments—that retrieves only documents that both match the SharePoint search criteria and meet the following PolicyTech criteria:

• Must be assigned to a site to which the API key has been assigned
• Must reside in the published status
• Must have a security level designation of All Users or Public