You are here: Topics by User Interface Area > For Users > Documents > Importing Content

Importing Content

You can import a document from outside of PolicyTech™ into a PolicyTech document. If you import a Microsoft^® Word or Excel^® document, you can edit the imported content within PolicyTech. If you import any other type of file, you will see a link in the Edit Document page that will open the imported file in the default program for that file type.

Note: Besides Word and Excel, PolicyTech supports the import and launching of Microsoft PowerPoint^® (.pptx, .ppt) and Microsoft Visio^® (.vsd, .vss, .vst, .vdx, .vsx, .vtx, .vsw) file types. Your document control administrator (DCA) must enable the launching of any other file type. Contact your DCA to find out what additional file types, if any, have been enabled. You can import any other type of file, but users will not be able to launch (open) the document directly from within PolicyTech. Instead, they will be prompted to open the document outside of PolicyTech or to save the document to disk.

Important: The imported document will completely overwrite the contents of the PolicyTech document. PolicyTech does, however, save a version of the document before performing the import. You can access document versions from the Document History page in a document's Overview tab (see Working with the Document Overview for details). Nonetheless, we recommend using this feature only when the PolicyTech document is empty or if you are certain that its contents can be overwritten without losing important information. If the document already contains important information, we recommend that you copy and paste information from the external document rather than importing it.

To import and overwrite the contents of a PolicyTech document with the contents of an external document,

Open the document, and then click Edit Document (if it is not already selected).
Click Editor Tools, and then click Import / Overwrite.

Do one of the following:

Click Browse. Find and click the file you want to import, and then click Open. Click Upload File.

Open Windows Explorer, and then find the file you want to import. Click and drag the file onto the box that contains the text "Or drag a file here to upload it. (Optional)." The file is uploaded automatically.

Click OK when you see the alert shown below.

What you see in the Edit Document tab depends on the type of file you uploaded. If you uploaded a Word or Excel file, the uploaded file's contents are displayed. If you uploaded any other file type, you will see a window similar to the one below with the uploaded file listed.

Important: If the template's currently selected document type is not Word or Excel but you import a Word or Excel document, the document type is automatically changed and the contents of the Word or Excel document are displayed.

You can then click the file name to open it in your Windows default program for that file type (see Adding Content to a Document with an Upload File Template).

Close the document.