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Speaking of edit 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 accessing document content editing for the first time, you can choose the application with which the document will be edited. It can be Collaborative Editing or Webdav. If the content is edited again, fluig will use the same option selected the first time it was edited. The editor selection screen will not be displayed at this time.

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.

02. Edit the desired document information.

03. Save the document through the editor.

04. 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 clicking the option Google Drive, in the message displayed when you start the document editing procedure, enter the requested data to access the Google account in the window displayed.

02. Edit the desired document information.

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.  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 Check in. 



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.

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