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Working with Word or Excel Undocked

While you can edit Microsoft^® Word and Excel^® documents within PolicyTech™, you can also work on PolicyTech documents with Word or Excel in its normal program window rather than in the embedded, or docked, program in a PolicyTech browser window . With Word or Excel undocked, you can still use PolicyTech features, such as inserting document property fields or links to other PolicyTech documents. Also, anytime you save the document in the undocked program, a copy of it is saved in the PolicyTech database. So, working with Word or Excel docked or undocked is simply a matter of preference, and you can switch between the two modes anytime.

Undocking Word or Excel

With the document open and the Edit Document tab selected, click Editor Tools, and then click Undock Word Module.

The document opens in a separate Word program window, and the following message is displayed in the PolicyTech Edit Document window.

Work on the document in the undocked Word window as you normally would.
(Optional) Switch back to the PolicyTech Edit Document window to insert a link or document property field into the undocked document (follow the instructions under Inserting Links to Documents and Websites or Inserting Document Properties).
When finished working on the document, you cannot close the undocked Word or Excel window. Instead, switch back to the PolicyTech Edit Document window, and then click Dock Word Module. This closes the undocked Word or Excel window and redisplays the document in the Edit Document window.
Click Options, and then click Save and Close.