Use this guide to update an existing policy in PolicyTech using Microsoft 365 for the web. This method ensures your edits save automatically.
Update a policy
- Navigate to the policy you want to update.
- Choose either Create New Version or Edit in Current State.
At the top of the policy, the blue Create New Version button sits beside the More drop-down (the document status is shown beneath them). Edit in Current State is in the More menu, which lists Mark as Read (Optional), Submit for Periodic Review, Send Message to Owner, Archive, Edit in Current State, No Revision Necessary, Require to Read/Complete Again, and Complete by Proxy.
- Select Edit Document (Default Mode).
The document now shows Status: Draft beneath the Submit to Writers, Submit for Review, and More buttons, and a yellow DOCUMENT PREVIEW bar reading You are in read-only mode. runs across the top of the document. The Edit Document (Default Mode) button (with a drop-down arrow) is on the right end of that bar.
- In the Microsoft Office / O365 window, check Open with Microsoft 365 for the web and mark it as the default and click Go.
The Edit Document dialog, under the heading Microsoft Office / O365, offers Open with Microsoft 365 for the web (Make quick changes right here using Microsoft 365 for the web.) and Open in Microsoft 365 desktop app (2021 or later required for PT Tools add-in) (Use the full functionality of Microsoft 365 desktop app.), each with a Set as default checkbox and a Go button. A collapsible Download / Upload Source File section below offers Download/Save to Disk and Upload / Overwrite, each with a history table of User, Roles, and Date. Tick Set as default on the Open with Microsoft 365 for the web row and click its Go.
- When finished, select File, then choose Back to PolicyTech.
In the Word for the web File menu, the first entry reads Autosaved online to Back to PolicyTech (above Create a Copy, Export, Print, Move File, and Info); click Back to PolicyTech.