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Writing a Document (Mac)

You can import a document from outside of PolicyTech™ into a Microsoft^® Word or Excel^® PolicyTech document.

Note: Besides Word and Excel, PolicyTech supports the import and launching of Microsoft PowerPoint^® (.pptx, .ppt) files 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.

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 an external document into a PolicyTech document,

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

Click Choose File, find and click the file you want to import, and then click Choose.

Click Upload File.

When you see the alert shown below, click OK.

In the File Information window, click the file name to open the document in the Mac OS default program for that file type.

In the Alert window, click OK.

Note: You may have to minimize the default program window or switch windows back to PolicyTech to see this Alert window.

Save the imported file in the default program that was launched, and then close that program.
Back in the PolicyTech Edit Document window, click Options, and then click Save and Close.