Finance and Accounting/ Not-for-Profit/ Information Technology PolicyPro

Customize a Policy

Edit the Text of a Policy

When you edit a policy in PolicyPro, you take advantage of the word processing capabilities of Microsoft Word^®0. 

You can add or delete text, change emphasis by making text bold or italic, change the margins or typeface and even add graphics and logos.

To edit the text of a policy,  the policy must be open and visible in the Document Window. 

To Edit a Policy

1. Double-click on the policy to be edited

   The Policy appears in the Document Window


 
2. Edit the policy as you would any document in Word^®. If you would like to increase the size of the Document Window while editing a policy, you can change the layout of the PolicyPro Desktop to maximize the editing space.
    

   Note:

   If you are using Office 2000-2003 and the Word Toolbar does not appear in the Document Window, you may have to manually toggle the Word Toolbar on. Click here for more information.

3. Save your changes

Related Links

• Open a Policy
• Increase the size of the Document Window
• Save your Changes
• Change the Header/Footer Text
• Change the Word Replacement Text