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Selecting Content

The steps that follow assume that you have already found and opened a content report or selected the Custom Print option, and that a window similar to the one below is displayed.

(Conditional) If a Content Type option is included, select Documents, Questionnaires, or Campaigns.

(Conditional) If a Status option is included, click the status of the content items you want included in the report or click All Statuses.

(Conditional) If your PolicyTech system includes multiple sites, select the site containing some or all of the documents/questionnaires you want included in the report.

Notes:

To select all documents, questionnaires, or campaigns from the currently selected site or sites, or from all sites, click Add All From Selected Site(s) or Add All From All Sites, and then skip to step 5.
After completing steps 2 through 6, repeat them to add content items from other sites.

In the Select By list, click an option for how you want to find content items.

The list below Select By changes, depending on your Select By choice. For example, if you choose to select by department, a list of departments appears below the Select By list.

If you selected Title or Reference #, move on to step 6.
If you chose any of the other Select By options, in the list below Select By, click an item to display all documents, questionnaires, or campaigns assigned to that item.

(Optional) To narrow a long list of available content items, add one or more filters (see Adding Content Filters for details).
Do one of the following to select content items:

If you chose Title or Reference # for Select By, start typing some text that you believe is in a title or reference number. When you've typed at least three characters, a list appears of titles or reference numbers matching what you've typed. Continue typing if you need to narrow the list. As soon as you see the title or reference number you want, click it.

Note: Unlike other Select By options, the Title and Reference # options limit you to selecting content items one at a time.

Select individual content items from the Available list.

To quickly add all from the Available list, click Add All From [Select By item].

Click Add All From Selected Site(s).
Click Add All From All Sites.