PolicyTech® Tools

PolicyTech Tools enables document authors to insert information from the PolicyTech database as fields and links. Insertable information includes document properties, such as assigned approvers and the approval date, as well as links to other documents stored securely in the PolicyTech database. Inserted fields and links automatically update in the document as database information changes.

* Please note that this add-in requires you to be a licensed user within a hosted PolicyTech system. To get a demo, purchase PolicyTech for your organization or learn more, visit https://www.navexglobal.com/en-us/products/policytech-policy-procedure-management-software.