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Speaking of editing document content...

Content editing allows document files to be edited directly in the repository (folder browsing) or in the user upload area.

You can also edit a document collaboratively, where multiple users can change it at the same time through Google Drive, when this feature is active on the platform.


Edit document content

Users must have at least document editing permissions to edit the content of the document. The document edit resource will not be available if the My documents folder is disabled in the platform’s Parameters.

01. Find the document for which you wish to edit the content.

02. Click on More options, located to the right of the document name.

03. Click on Edit content.

When clicking this option, a window will be displayed to confirm the document check-out.

If the Collaborative editing -CP feature is enabled and configured, the user can choose the application with which the document will be edited. It can be Google Drive or Webdav.

When a new edit is made, the platform will use the same option that was selected in the first edit, and the editor selection screen will not be displayed again.

04. Confirm check out or select the application.

A document that has been checked out remains available in the Check out folder, in My documents, as well as in its source folder, identified by a padlock icon.


Edit document in Webdav

Some requirements must be configured to use this feature: Microsoft® Office installed and configured in computers. To use this feature, follow the procedure described in: Editing content with Windows.

01. Confirm check out as displayed in the Edit document content item.

After confirming the document check-out or selecting Webdav, the browser then tries to open the document and it can be changed in the operating system’s default editor.

02. Edit the desired document information.

03. Save the document through the editor.

04. After finishing editing, manually check in the document.

Information on how to perform check in can be obtained at Check in. 


Edit document in Google Drive

To enable and use this feature,  it is first necessary to install the integration artifact and have a Google account. More details can be obtained in Collaborative editing with Google Drive.

01. Confirm check out as displayed in the Edit document content item.

After confirming the document check-out or selecting Google Drive, the browser then tries to access the Google account to open the document. You must take the login steps as instructed by the application.

02. Edit the desired document information.

This form of editing is collaborative because more users can change the document at the same time. You can add another editor for the document. Click Add editor, located on the upper right corner of the window and add the desired users for editing the document. By clicking this option, the added users are displayed in the top bar of the window and receive a notification about the invitation to edit the document in Notification Center. Only users who at least have viewing permission may be invited to edit the document.

The document is automatically and periodically saved by Google Drive. Information about the editing features available in Google Drive may be obtained directly on the application website.

03. After finishing editing, press Check in to check in the manual document.

If other users have been invited to edit the document, only the user who started editing can perform the check in, the others can only edit the contents of the document.

Information on how to perform check in can be obtained at Checking in a document. 



Attention!

This documentation is valid from Lake (1.7.0) update on. If you use an earlier version, it may contain information different from what you see in your platform.