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Listing a Link to a New (Not Yet Created) PolicyTech Document

The way you access the Attachments list depends on the type of document you're working with and which Microsoft^® Office integration PolicyTech is set up to use.

To access the Attachments list, do one of the following:.

Click the Edit Document tab and, if the content looks like that shown below, click Links & Attachments, and then click Attachments.

Click the Edit Document tab and, if content looks like either of the following, click Attachments.

Important: If you're editing a document after selecting Open with Microsoft Office Online or Open in Office, you need to return to preview mode to be able to create a new document and link to it at the same time. Save your work, click Back to PolicyTech, and then click Attachments.

Click PolicyTech Document.

Click New Document.

A new document opens with the Settings step of the Properties Wizard displayed. Type a title, select a template, and then click Save.

Note: You can finish creating the new document at any time. The steps that follow are for completing the action of adding a link to the original document.

The link to the new document is added to the Attachments window. To return to the original document and finish the new document later, do one of the following:

Minimize the new document window.
Click or Options, and then click Save and Close.

Do one of the following:

Click Add Another, and then repeat steps 4 and 5 above.
Click Done, and then move on to the next step.

Click OK to close the Attachments window.