Follow these steps to edit a Word or Excel document stored in GoFileRoom.
Note: To perform these steps, you must have permission for editing drawers.
- Open the desired document in the GoFileRoom viewer.
- Click the Edit button in the viewer toolbar to open the document in its source application for editing.
Notes
- You can also open a Word or Excel document for editing from the Search Results screen by ticking the checkbox for the desired document, right-clicking, and choosing Edit Document from the context menu.
- If another user has the same Word or Excel file open in Edit-Mode, a message will open indicating that user's ID. You will not be able to edit the document until that user saves it to GoFileRoom.
- Document indexes are listed in the title bar of the source application.
- Close the document when you are finished editing.
- In the GoFileRoom Office dialog that opens, click one of the following save options.
- Save to GoFileRoom: If version control has been enabled for your organization, you can save the document as a new version. To do so, tick the As new version (v2) checkbox and add a description in the Description field.
- Save changes locally
- Ignore changes
- Click OK.
Note: Save changes often when working in documents from within their source application.
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