Creating and Working with Draft Documents

Creating a document is a multi-step process, consisting of the following tasks:

• Setting document properties
• Writing or uploading the document content
• (Optional) Adding links and attachments
• (Optional) Creating a questionnaire that readers must pass before they can mark the document as read
• (Optional) Selecting documents this document will replace
• Submitting the document for review or approval

A document owner can write and edit Microsoft^® Word documents and Microsoft Excel^® spreadsheets directly within PolicyTech. Document content can also be created outside of PolicyTech and then uploaded into a PolicyTech document. Keep in mind, however, that some PolicyTech features are not available for an uploaded file.

Important: You must have Word and Excel installed on your computer in order to create and view these types of documents in PolicyTech.

Depending of the type of computer you're using, go to one of the following sections to continue:

High-Level Steps for Creating a Document (Windows)

High-Level Steps for Creating a Document (Mac)

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