Check for Software Updates

You can check to see if PolicyTech™ application and WordModulePlus updates are available and, in some cases, immediately download and install new versions.

Note: For an explanation of what WordModulePlus does, see Setting Up Document Access.

Important: If you have purchased a support service level and are paid up and current, you are entitled to all updates as they become available. If you are not current on your service agreement, you will not be able to update until you are.

Check for PolicyTech Updates

1. Click PREFERENCES.
2. Click System / IT Settings, and then click Check for Updates. When the update check is finished (which may take several seconds), you'll see a window similar to one of the following, depending on whether there is a an update available. If no updates are available, you can skip the remaining steps.

Screenshot...

3. (Optional) If an update is available, in the Check for Updates window do one of the following to get information about the update:

• Click Learn More to see what was changed in the new version compared to the one immediately previous to it.
• Click View complete change history here to see all changes in the new version compared to the version you currently have installed and all versions in between.

4. Depending on the nature of the update, you may be able to immediately download it, or you may need to request it.

• If you see a Download link, click it, and then follow the prompts to download the update file to a local drive.
• If you see an upgrade request site link, then you will need to contact Client Support, either by phone or by clicking the link and submitting a support ticket, in order to obtain a new registration key.

5. To install a downloaded update, do one of the following:

• If you clicked the Download link, in the Upload PolicyTech Updates area, click Browse. Find and select the downloaded update file, and then click Open. Click Install.

Screenshot...

• If you were required to contact Client Support, follow the steps the representative provided.

Check for WordModulePlus Updates

1. Click PREFERENCES.
2. Click System / IT Settings, click Check for Updates, and then click the Check for Word Module Updates tab. If no update is available, you can skip the remaining steps.

3. If a download is available, click Download, and then follow the prompts to download the update file to a local drive.

4. in the Upload Word Module Updates area, click Browse. Find and select the downloaded update file, click Open, and then click Install.
5. (Optional) When you install a new WordModulePlus version, that version will be installed for all users created from that point forward, but it is not necessarily installed for existing users. The Require Minimum Word Module Version setting determines which existing users, if any, will have the new version installed. By default, the minimum version is set to earliest WordModulePlus version that will work with the current PolicyTech version. If you want all existing users to also be updated to the new version, type that version number, and then click Apply. The new version will be installed the first time each existing user opens a document.

of