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Adding a Link to an Existing PolicyTech Document

  1. To add a reference link to an existing document, do one of the following:
  1. In the Attachments window, click PolicyTech Document.
  1. Click Existing Document.
  1. 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.
  1. Do one of the following:
  1. (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.

  1. Click OK to close the Attachments window.