Inserting a Link

These steps are for inserting a link that has already been added to the Attachments window. To create a new link and insert it at the same time, see Inserting Links to Documents and Websites.

In an open document with Edit Document selected, place the cursor where you want to insert a link from 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 Insert Link for the attachment or link you want to insert into the document.

What you see next depends on the type of link you're inserting.

PolicyTech Document: An alert is displayed saying that the link has been inserted into the document. Click OK.

Web Address: In the Insert Link window, select and copy the link, click Return to Document, and then paste the link.

External File: Before you can insert a link to an external file attachment, you must convert the attachment into a PolicyTech document. Click Convert Now.

A new document opens with step 1. Settings of the Properties Wizard displayed and the attachment's file name as the title, which you can change. Select a template, and then click Save.

Note: Unless the external file is a Word, Excel, or HTML document, select an Upload File template.

The link to the converted document is inserted into the document. To return to the original document and finish the converted document later, either minimize the converted document window, or click Options, and then click Save and Close.
An alert is displayed saying that the link has been inserted into the document. Click OK.

Click OK to close the Attachments window.