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Adding Content to an Upload File Template

Important: Before you can add content to a template document, you must complete at least step 1. Template Setup of the Properties Wizard. If you have not already done so, complete the instructions under Step 1: Template Setup.

Do one of the following to open the document editing window:

If you currently have the template open and have the Properties Wizard tab selected, click the Edit Document tab near the upper left corner, or the Edit Document button at the bottom of the currently displayed Properties Wizard step.

If the template is currently closed, click PREFERENCES, click Document Settings, and then click Templates. Click the template you want to add content to.

You should now see the window shown below. Do one of the following to select a file to upload:

Click Browse, find and click the file you want to upload, click Open, and then click Upload File.

Open Windows Explorer, and then find the file you want to import. Click and drag the file onto the box that contains the text Or drag a file here to upload it. (Optional). The file is uploaded automatically.

Note: If ever needed, you can import another and replace the currently uploaded file's contents. See Importing Content (Template) for details.

An alert appears stating that the uploaded file has been renamed to match the template title you typed in the first step of the Properties Wizard. Click OK.

To view or modify the uploaded document's contents, in the File Information window, click the file name. The document opens in the Windows default program for that file type.

Note: Besides Word^® and Excel^®, PolicyTech™ supports the upload and launching of Microsoft PowerPoint^® (.pptx, .ppt) and Microsoft Visio^® (.vsd, .vss, .vst, .vdx, .vsx, .vtx, .vsw) file types. You can enable the launching of any other file type. See Setting Up Document Access for details.

You will see the alert shown below in PolicyTech. Click OK.

Note: You can change what program automatically opens by using Default Programs in the Windows Control Panel.

Make the desired changes, save the file, and then close the program.
When finished adding and modifying content, do either of the following:

Save and close the template (see Saving and Closing a Template).
Finish assigning document properties (see Assigning Template Properties).