Adding Content to an Excel Document

Adding Content to an Excel Document

The way you add content to an Excel document depends on what type of Excel integration your PolicyTech system is currently using.

Do one of the following:

• If you see either of the following in the Edit Document tab, continue with the instructions in Adding Content to an Excel Document using Office Online Module.

Assigned template contains prewritten content

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• If you see either of the following in the Edit Document tab, continue with the instructions in Adding Content to an Excel Document using WordModulePlus.

Note: Depending on which version of Excel you're using, Excel may open in a separate Excel application window or in the Edit Document tab of the PolicyTech document window.

Assigned template contains prewritten content

Assigned template contains no content

Important: If you see a prompt like the one below instead of a window link one of those above, then WordModulePlus is set to be used but has not yet been installed on your computer. Follow the instructions in Installing WordModulePlus, before continuing. Screenshot...

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