Saving and Closing a Template

In an open template, click Save and Close.

Note: We also recommend that you periodically save a document while working on it. Click CTRL+S (or click  File, and then click Save) to save the template without closing it.

Screenshot...

Saving a Copy of a Document to Disk

Important: PolicyTech™ does not track a file you save to disk and can no longer impose security restrictions on that file.

If you need to save a copy of a template to disk,

1. In an open document, click File, and then click Save As.
2. Navigate to where you want the file saved, type a file name, and then click Save.

of