How to Share and Download

In order to share a document via email with another user you will need to copy the url of the document and paste it into your email client. There are two ways to do this.

Share from Document View

To share a document via email, copy the url from the address bar of your web browser and paste it into an email you will send.

If you have the document open, copy the url of the document from your browser and paste it into an email client to share.

Download and Share

Click the "..." next to the file you want to share or download.

From the "Browse" view, click the "..." in the "Actions" column next to the file you would like to share. Select "URLs" from the drop-down menu, which provides you with three urls to copy. You will will usually want to copy the Latest Version to share in your email.

This will provide you with a pop-up window with urls to copy. You will usually want to copy the “Latest Version” to share in your email:

Download a Document

In general, it is recommended that you always view documents in PolicyTech so you are seeing the most updated version of the information. However, if you need to download a document, click the three dots next to the file title you want to download, and select “Download Source File.” This will download the file onto your hard drive.

Open YSM PolicyTech

YSM and Yale Medicine policies, procedures, and guidelines live in a YSM-managed document management system, PolicyTech.

PolicyTech General User Training

For everyone: how to log in, browse, search, and view documents; For licensed users: how to attest to published documents or complete assessments, manage tasks, and run assignee reports.

PolicyTech Help Documents

PolicyTech General User Help PDFHow to view, search, and browse documents: for the public user, who needs to view policies, procedures, guidelines, and forms.
PolicyTech Approver Help PDFHow to approve documents: for the licensed users who are assigned as approvers and are responsible for approving policies, procedures, and guidelines.
PolicyTech Reviewer Help PDFHow to edit documents: for the licensed users who are assigned as reviewers and are responsible for reviewing policies, procedures, and guidelines.
PolicyTech Writer Help PDFHow to approve documents: for the licensed users who are assigned as approvers and are responsible for approving policies, procedures, and guidelines.

Templates & Governance

Templates, governance, how-to, and help guides.

PolicyTech Licensed User Website

For Users who have been assigned the roles of a document administrator, writer, reviewer, or approver.

PolicyTech Licensed User Training

Starting a new documentTraining for document owners/administrators and writers
Document WorkflowTraining for writers and reviewers
Approving contentTraining for approvers
Writer/Approver/Reviewer Video TrainingPolicyTech video training for writers, reviewers, and approvers.

Yale University Policies

Users should continue to refer to the Yale University policy site for University wide documents.