PolicyTech™ is a powerful tool that provides several ways to find a document stored in the PolicyTech database. Whatever you know about a document can helpyou to find it. For example, suppose a user knows the following about a document she needs to find:
With this knowledge, the user could search for documents containing cash in the title, arrange (list) documents by department, or arrange documents by status. Or the user could use all three methods together to narrow down the list of documents with all three attributes.
There are two major ways to begin finding a document—using the All Documents feature or the My Documents feature. All Documents lets you start finding a document by selecting a status, such as draft or published. My Documents lets you start by selecting the role or roles you are assigned to perform with documents, such as document owner, reviewer, or reader. We recommend learning how to use both methods, as one may be more helpful than another in a given situation.
To find documents using the All Documents feature, go to Finding a Document in a Specific Status.
To find documents using the My Documents feature, go to Finding a Document You Are Assigned to Own, Proxy Author, Write, Review, Approve, or Read.
The following tools can also help you find a document: