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. 

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 visible in the Document Window. 

To Edit a Policy

  1. Double-click on the Draft policy to edit

    The Policy appears in the Document Window


  2.  
  3. Edit the policy as you would any document in Word®.
    Note: If the Word Toolbar (Office 2000-2003) or Ribbon (Office 2007 and later) do not appear in the Document Window, you may have to toggle the Word Toolbar or Ribbon on. Click here for more information.
  4. Save your changes

Related Links

 
  Last Updated May 2010
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