Creating a Document (Overview)
The following steps provide an overview of the document creation process, along with references to more detailed instructions.
- Click Documents. If you've been assigned the document owner or proxy author role, you'll see the New option, as shown below.
- Click New, and then click one of the following:
- Word Document
- HTML Document
- Excel Spreadsheet
- PowerPoint Presentation
- Upload a File
Note: The document type options you see depend on what templates have been created in your PolicyTech system. If you need to create a document of a type not currently available, contact your administrator, who may be able to create a template for that type.
Your screen should now look similar to the one below. These settings constitute the first step of the Properties Wizard, which guides you through all of the available document properties.
- To work your way through the Properties Wizard steps, see Assigning Document Properties.
Important: You must at least type a title, choose a template, and then click Save or Next Step before you can see the remaining Properties Wizard steps and edit the document.
- Click Edit Document, and then add, format, and edit the content (see Adding Content to a Word Document, Adding Content to an Excel Document, Adding Content to a PowerPoint Document, Adding Content to an HTML Document, or Adding Content to a Document with an Upload File Template).
- (Optional) Add links and attachments as supplementary and reference materials (see Attaching Files and Adding Reference Links).
- (Optional) Create a questionnaire that assignees must pass in order to mark the document as read (see Creating a Document Questionnaire).
- (Optional) Start a discussion about the document (see Working with Discussions).
- (Optional) Select the document this new document will replace (see Designating a Document to Be Replaced).
- Submit the document to writers, for review, or for approval (see Submitting a Document or Questionnaire to Writers, Reviewers, or Approvers).
- Manage the document through the review and approval process (see Working with Documents or Questionnaires in Review and Approval).
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