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Importing Content

You can import any type of file from outside of PolicyTech™ into a PolicyTech document. How a document with imported content is handled thereafter depends on the file type and whether you're using a Windows or Mac computer (see Document Editing Behavior by File Type for details).

Important: The imported document will completely overwrite the contents of the PolicyTech document. PolicyTech does, however, save a version of the document before performing the import. You can access document versions from the Document History page in a document's Overview tab (see Working with the Document Overview for details). Nonetheless, we recommend using this feature only when the PolicyTech document is empty or if you are certain that its contents can be overwritten without losing important information. If the document already contains important information, we recommend that you copy and paste information from the external document rather than importing it.

To import and overwrite the contents of a PolicyTech document with the contents of an external document,

Open the document, and then click Edit Document (if it is not already selected).

Note: If the document has been assigned an upload file template and the template contains no uploaded file, the Upload New Document window is immediately displayed, and you can skip to step 3 below.

Click Editor Tools, and then click Import / Overwrite.

Do one of the following:

(Windows) Click Browse, find and click the file you want to upload, click Open, and then click Upload File. (Alternatively, you can open Windows Explorer, find the file you want to import, and then click and drag the file onto the box that contains the text Or drag a file here to upload it. (Optional). The file is immediately uploaded.)

(Mac) Click Choose File, find and click the file you want to upload, click Choose, and then click Upload File

Click OK when you see the alert shown below.

What you see in the Edit Document tab depends on the type of file you uploaded and whether you're using a Windows or Mac computer. See Document Editing Behavior by File Type for details.