Saving and Closing a Draft Document

To save and close a draft document, do one of the following:

• If you are ready to submit the document for review, see Submitting a Document for Review for detailed instructions.
• If you are collaborating with one or more other writers to complete the document, see Submitting a Document to Writers (Collaboration).
• If you are not finished with the document and want to save and close it without submitting it, click Options and then click Save and Close. You can then open the draft document at a later time to continue working with it.

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Note: We also recommend that you periodically save a document while working on it. Click CTRL+S (or click  File, and then click Save) to save the document without submitting or closing it.

Saving a Copy of a Document to Disk

If you need to save a copy of a document to disk,

1. In an open document, click File, and then click Save As.
2. Navigate to where you want the file saved, type a file name, and then click Save.

Important: PolicyTech™ does not track a file you save to disk and can no longer impose security restrictions on that file.

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