Creating and Working with Draft Documents
Users assigned the document owner or proxy author role can create documents in PolicyTech. 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
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)