User Topics by Subject

Introduction to PolicyTech

Finding and Opening a Document

Working with the Document Overview

Printing

Viewing a Document's URL

Reading a Required Document

Creating and Working with Draft Documents

Working with Documents in Review and Approval

Working with a Revised or Declined Document

Reapplying a Template to a Document

Doing a Periodic Review and Creating a New Version

Collaborating on (Helping to Write) a Document (for assigned writers)

Reviewing a Document

Reviewing a Questionnaire

Approving a Document

Working with Notification Emails

Updating Document Links

Working with Document Discussions

Managing Department Reader Assignments

Generating Reports

Document Research

Using Optional Advanced Features