About Insert Properties, Company Info Fields

Location on Insert Properties menu:

Example of an inserted business title:

Note: When setting up PolicyTech™, entering a business title is optional. If no business title is entered, the inserted field contains "Not Set."

Source: The document control administrator enters a business title while setting up PolicyTech. (PREFERENCES > Company Setup > General Properties > Business Title)

When it changes: The document control administrator can change the business title anytime.

Where to view: The business title you insert will be the same as the one displayed in the document overview. (Overview > Properties)

The Logo option appears only if a logo graphic file has been uploaded in the Company Setup preferences or when creating the current site. See your document control administrator if the Logo option is not available and you would like to be able to insert your company logo into documents.

Location on Insert Properties menu:

Example of an inserted logo:

Source: The document control administrator may upload a company logo graphic file while setting up PolicyTech™. (PREFERENCES > Company Setup > General Properties > Document Logo)

 

When it changes: The document control administrator upload a different logo graphic or delete the current one anytime.

Where to view: Unless you have been assigned the document control administrator role, the only way to view the currently uploaded logo is to insert it into a document.

Location on Insert Properties menu:

 

Example of an inserted site name:

Source: While creating a document, the document creator selects the sites where the document will be accessible. (Properties Wizard > 2. Departments & Categories > First: Choose which sites can access this document).

When it changes: The document owner or document control administrator can change the site assignments anytime for any active document.

Where to view: The site name list you insert will be the same as the one displayed in the document overview. (Overview > Properties)