Inserting a Link to an Existing Document

You can insert links to existing PolicyTech documents from within a Word or Excel document.

Notes:

You can remove a PolicyTech link from a document just as you would remove a hyperlink you inserted using the Insert Hyperlink feature in Word or Excel (see Removing a Property Field or Link).
Inserted document links do not appear in the Attachments window (see Attaching Files and Adding Reference Links).
You cannot insert links to questionnaires or campaigns.

From within a Word Document

Place the cursor where you want the link inserted.
Do one of the following:

If your screen looks like one of those below, expand the Insert Link menu in the PolicyTech Tools panel, and then click Insert Link to Existing Content.

If your screen looks like the one below, click Links & Attachments, and then click Insert Link to Existing Content.

Find the document you want to link to (see Browsing for a Content Item for detailed instructions), and then click the document title.

In the Confirm window, do one of the following:

Click Done.
Click Add Another to insert another link at the current cursor location, and then click Done when you are finished adding links.

From within an Excel Document

Click the cell where you want the link inserted.

Important:

A link cannot be inserted into a spreadsheet cell that already contains information or that is being edited. Make sure that the cell you select is empty and that you are not in edit mode (that the cursor is not active in the Formula Bar or inside the cell).
If your screen does not look similar to one of those shown below, with the Links & Attachments feature available, then the Excel integration your organization is using does not support inserting PolicyTech document links into an Excel document.

In the Edit Document window, click Links & Attachments, and then click Insert Link to Existing Document.

If you see the prompt, Using this feature with Excel will erase your undo history, do one of the following:

Click OK to erase the undo history, and then move on to step 4.
Click Cancel, and then insert the link at a later time.

Important: You will see the warning only once during an editing session, but inserting a link always erases the undo history. To avoid erasing information from the undo history that you might need later, we suggest you insert links either as the first or last step of creating an Excel document.

In the Choose a Document window, find the document you want to link to see Searching for a Document or Questionnaire or Browsing for a Document or Questionnaire), and then click the document title.

Click OK to clear the alert.

The link is inserted into the document.