Adding a Link to a New (Not Yet Created) PolicyTech Document
To add a link to a PolicyTech™ document that doesn't yet exist and create the document in the process, use one of the following methods.
From the Links & Attachments Menu
- Click Links & Attachments, and then click Create New Document and Link to It.
- A new document opens with step 1. Settings of the Properties Wizard displayed. Type a title, select a template, and then click Save.
Note: You can finish creating the new document at any time. The steps that follow are for completing the action of adding a link to the original document.
- The link to the new document is added to the Attachments window. To return to the original document and finish the new document later, do one of the following:
- Minimize the new document window.
- Click Options, and then click Save and Close.
- Do one of the following:
- Click Add Another, and then repeat step 2 above.
- Click Done.
From the Attachments Window
- To create a new document and add a reference link to it from within the Attachments window, 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 New Document.
- A new document opens with step 1. Settings of the Properties Wizard displayed. Type a title, select a template, and then click Save.
Note: You can finish creating the new document at any time. The steps that follow are for completing the action of adding a link to the original document.
- The link to the new document is added to the Attachments window. To return to the original document and finish the new document later, do one of the following:
- Minimize the new document window.
- Click Options, and then click Save and Close.
- Do one of the following:
- Click Add Another, and then repeat steps 4 and 5 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 at any time 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.
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