Setting Up Document Access

Accessing Documents via WordModulePlus

WordModulePlus™ is an ActiveX^® module that enables the following PolicyTech™ functionality:

• Create, edit, and view Microsoft^® Word and Excel^® documents from within PolicyTech.
• Launch Microsoft PowerPoint^® and Visio^® files from within PolicyTech, with the file opening in PowerPoint or Visio outside the browser. Saving the file in PowerPoint or Visio automatically updates the file in PolicyTech.
• Launch any other file type from within PolicyTech, with the file opening in the operating system's default application for the file's extension. After editing and saving a file that is not a Word, Excel, PowerPoint, or Visio file, a user must upload that file into PolicyTech again to replace the previous version. (This functionality is not enabled by default. See Enabling Other File Types below for details.)

Installing WordModulePlus  On Demand

Users are prompted to download and install WordModulePlus the first time they attempt to create or open a Word or Excel document. They can follow the prompts to install the module and then continue working where they left off in PolicyTech.

Important: Users must have Local Administrator rights in order to successfully install WordModulePlus. Without Local Administrator rights, users still see the installation prompt and can click the Install button, but the usual result is that installation appears to start but never completes.

Installing WordModulePlus  via Active Directory

An alternative to having users install the module on demand is to use the Group Policy feature of Active Directory^® to distribute WordModulePlus.

1. Download and unzip the Windows Installer (MSI) package for WordModulePlus.
2. Use Group Policy in Active Directory to assign the MSI package to PolicyTech users or computers within a domain.

Important: It is not within the scope of this guide to instruct on how to use Active Directory. If you need help, contact Client Support at 888-359-8123 (toll-free in the U.S. and Canada) or 208-359-8123 and request the document for their preferred method of configuring a group policy to allow users to install and manage WordModulePlus. You can also refer to the following Microsoft knowledge base article: http://support.microsoft.com/kb/302430.

3. Depending on the installer package assignment, notify all users that, before they can use WordModulePlus, they must either log out and log in again if you assigned the installer package to users, or reboot their computers if you assigned the installer package to computers.

Enabling Other File Types

You can enable PolicyTech to launch and sync the editing (automatically save changes back to the PolicyTech database) of any file with a file name extension for which the Windows or Mac operating system can assign a default application. For details, call Client Support at 888-359-8123 (toll-free in the U.S. and Canada) or 208-359-8123.

Accessing Documents From SharePoint

You can use the Page Viewer Web Part to access documents directly from PolicyTech in a SharePoint^® portal. See SharePoint Integration for details.

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