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Template Setting: Editing Document

In the Editing Document list, click Inside the Browser or Outside the Browser. The benefits of editing a Word document within a PolicyTech browser window include the following:

Ability to insert document property fields that update automatically if they change
Automatic display of an unremoveable watermark in documents in the draft, review, and approval statuses

If you choose to have the document open outside of the PolicyTech browser, when a user opens the document it will open in its default program. PolicyTech detects each time the document is saved in the default program and re-uploads a copy of the document.

Notes:

A user must have the document's default program installed on his or her computer in order to open a document outside of the browser.
Besides Microsoft^® 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 must enable the launching of any other file type. See Setting Up Document Access for details.
A user's operating system (Windows or Mac OS) controls what program a document is opened in by default.
When using a Mac computer, all documents, including Word and Excel documents, can only be opened outside of the browser.

By default, the Editing Document setting is hidden from and locked for document owners using the template. To change these settings, do one of the following:

To let document owners see the Editing Document setting but not change it, click to clear the Hide check box and leave Lock selected.
To let document owners both see and change this setting, click to clear both the Hide and Lock check boxes.