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Document Editing Behavior by File Type

The following table describes how PolicyTech supports the editing of documents in draft and collaboration status. The Launch Behavior column describes what happens when a document owner, proxy author, or writer opens a document of a particular type from the Edit Document tab of a PolicyTech document.

Windows
Imported File Type	Launch Behavior*
Word	Opens in Word inside the PolicyTech document window.
Excel	For Excel 2013 or later, opens in Excel in a separate window, where saving the file also saves it to the PolicyTech database.^† For Excel 2010 and earlier, opens in Excel inside the PolicyTech document window.
PowerPoint	Opens in PowerPoint in a separate window, where saving the file also saves it to the PolicyTech database.
Visio	Opens in Visio in a separate window, where saving the file also saves it to the PolicyTech database.
Other	If the file type has been enabled for editing^‡, it opens in the current default application for that file type in a separate window, where saving the file also saves it to the PolicyTech database. If the file type has not been enabled for editing^‡, you are given the option of opening or saving (downloading) the document outside of PolicyTech. If any changes are made to the opened or downloaded document, it must be manually re-imported to update the PolicyTech document.
Mac OS
Imported File Type	Launch Behavior*
Word	Opens in Word in a separate window, where saving the file also saves it to the PolicyTech database.
Excel	Opens in Excel in a separate window, where saving the file also saves it to the PolicyTech database.
PowerPoint	Opens in PowerPoint in a separate window, where saving the file also saves it to the PolicyTech database.
Visio	Opens in Visio in a separate window, where saving the file also saves it to the PolicyTech database.
Other	If the file type has been enabled for editing^‡, it opens in the current default application for that file type in a separate window, where saving the file also saves it to the PolicyTech database. If the file type has not been enabled for editing^‡, it is automatically downloaded. If any changes are made to the downloaded document, it must be manually re-imported to update the PolicyTech document.

*Assuming that both WordModulePlus and the file type's authoring program have been installed on your computer.

^†This behavior occurs in WordModulePlus version 3.5.0.1474 and later. Attempting to open an Excel 2013 or later document in an earlier WordModulePlus version results in an error.

^‡Your document control administrator can contact Client Support for help with enabling additional file types for synced editing.