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PolicyTech | Creating a Document

Summary

Summary

This self-paced learning is intended for Document/Content Owners and Administrators and includes a video tutorial that demonstrates a document workflow and creation process. 

 

Learning Objectives

After completing this lesson, you will be able to:

  • Identify steps in the document workflow
  • Create a document 
  • Preview a Template
  • Set Properties Wizard options
  • Edit a document
  • Insert PT Tools

Estimated Duration: 20 minutes