You are here:

Adding Content to a Word Document using WordModulePlus

Important: Before you can write or otherwise add content to a Microsoft^® Word document, you must complete at least the Settings step of the Properties Wizard. If you have not already done so, complete the instructions under Adjusting Basic Document Settings.

What You Should Know about Using Word inside of PolicyTech

Depending on which browser and version of desktop Word you're using, opening a Word document in PolicyTech may open the document directly inside the Edit Document tab of the PolicyTech document window.

Or, the document may open in a separate Word application window outside the PolicyTech document window.

Writing a Word document within PolicyTech is much the same as writing a document in the Word application outside of PolicyTech. For example, you will see any customizations you have made to the Quick Access Toolbar and Ribbon while using Word outside of PolicyTech. Some of the differences you might notice when using Word inside of PolicyTech include the following:

When you click Edit Document or open a document from a document list, some processes run that enable the editing of the Word document within PolicyTech. You cannot work with the document until those processes are finished.
Most, but not all, Word features are available.
Up until the document is approved and published, PolicyTech automatically adds a watermark indicating its current location in the writing, review, and approval process. For example, when you start a document, it is placed in the Draft stage and includes a Draft watermark.

Note: While you can add a watermark of your own, that watermark will be overwritten.

When you save the Word document, it is saved to the PolicyTech database rather than as a file on a hard drive. You might also notice that a process runs each time you save the document.
If the document contains unsaved changes and you click one of the other tabs (Properties Wizard, Overview, or Edit Questionnaire), PolicyTech automatically saves the document.
One extra thing you can do when using Word within PolicyTech is to insert fields that contain certain document properties, such as the title you added in the Settings step of the Properties Wizard, or the names of the approvers you selected in the Reviewers step. These fields are automatically updated whenever the property information changes.

Adding Document Content

Do one of the following to open the Word editing window:

If you currently have the document open and have the Properties Wizard, Overview, or Edit Questionnaire tab selected, 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 document is currently closed, use Search or Browse to find it (see Searching for a Content Item or Browsing for a Content Item). and then click the document title. The document opens with the Edit Document tab selected by default.

You should now see a window similar to the one below.

Notes:

The Word user interface may look different, depending on the version you have.
The document may or may not already have content, depending on whether the template you selected has 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.

Do either of the following to add content to the document:

Use any available Word features to write and format the document.

Note: If the document opened directly in the Edit Document tab and 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 Tools, click Import/Overwrite, and then follow the prompts to import the content of an existing Word document from outside of PolicyTech.

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).

When finished adding content, do any of the following:

Add supplementary materials to the document (see Attaching Files and Adding Reference Links and Working with Discussions).
Finish assigning document properties (see Assigning Properties).
Create a questionnaire for marking the document as read (see Creating a Document Questionnaire).
Look at the document overview (see Working with the Overview).
Submit the document to assigned writers (see Submitting a Document or Stand-Alone Questionnaire to Writers (for Collaboration)).
Submit the document to assigned reviewers (see Submitting a Document or Stand-Alone Questionnaire for Review).
Submit the document to assigned approvers (see Submitting a Document or Stand-Alone Questionnaire for Approval).
Do one of the following:
If the document is open in the Edit Document tab, save the document and close the PolicyTech document window.
If the document is open in a separate Word application window, save the document, and then close the PolicyTech document window, which closes both the PolicyTech document window and the Word application window (the Word application window cannot be closed first).