Adding a Link to an Existing PolicyTech Document
- To add a reference link to an existing document, do one of the following:
- Click the attachments (paper clip) icon.
- Click Links & Attachments, and then click Attachments.
- In the Attachments window, click PolicyTech Document.
- Click Existing Document.
- Using any available method, find the document you want to link to (see Finding and Opening a Document if you need help), and then click the document title.
- Do one of the following:
- Click Add Another, and then repeat step 4 above.
- Click Done, and then move on to the next step.
- (Optional) To also insert the link into the document at the current cursor location, click Insert Link.
Note: You can come back to the Attachments window later to insert the link into the document. See Managing Attachments and Links for details.
Note: The check box in the column for showing or hiding an attachment to readers is disabled for PolicyTech document attachments. These are always available to readers.
- Click OK to close the Attachments window.