Update a Policy in PolicyTech

Levi Bedortha

February 18, 2026 19:03 Updated

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.

new version or edit.png

Select Edit Document (Default Mode).

Edit Document.png

In the Microsoft Office / O365 window, check Open with Microsoft 365 for the web and mark it as the default and click Go.
When finished, select File, then choose Back to PolicyTech.