Online document editing: Difference between revisions
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{{#seo: | |||
|title=Online document editing | |||
|titlemode=append | |||
|keywords=planfix, documents, files | |||
|description=Online document editing | |||
}} | |||
.XLS and .DOC documents can be edited in the Planfix interface. | .XLS and .DOC documents can be edited in the Planfix interface. | ||
Documents that support online editing have an '''Edit''' icon on the top panel: | Documents that support online editing have an '''Edit''' icon on the top panel: | ||
https://s.pfx.so/pf/5O/OV5nz0.png | https://s.pfx.so/pf/5O/OV5nz0.png | ||
*You must have a Google account to use this functionality. | *You must have a Google account to use this functionality. | ||
*When you click Edit, Planfix will prompt you to select the Google account from which the edits will be made. | |||
*When you click '''Edit''', Planfix will prompt you to select the Google account from which the edits will be made. | |||
*Once you've logged in to your Google account, a separate window will open where you can edit the document. | *Once you've logged in to your Google account, a separate window will open where you can edit the document. | ||
*When you are finished, simply close the window and confirm that you would like to save the changes made to the document (if you intend to save them): | *When you are finished, simply close the window and confirm that you would like to save the changes made to the document (if you intend to save them): | ||
https://s.pfx.so/pf/Ti/Wd9S9E.png | https://s.pfx.so/pf/Ti/Wd9S9E.png | ||
==Important== | ==Important== | ||
*There is a size limit for online viewing: 5 Mb for XLS files; 10 Mb for DOC files. | *There is a size limit for online viewing: 5 Mb for XLS files; 10 Mb for DOC files. | ||
*Collaborative editing is not available for documents uploaded to Planfix. For collaborative editing to be available, you must link to the document you want to edit; don't upload it. | *Collaborative editing is not available for documents uploaded to Planfix. For collaborative editing to be available, you must link to the document you want to edit; don't upload it. | ||
*Document templates cannot be edited in Google Docs. | |||
Latest revision as of 13:59, 23 October 2024
.XLS and .DOC documents can be edited in the Planfix interface. Documents that support online editing have an Edit icon on the top panel:
- You must have a Google account to use this functionality.
- When you click Edit, Planfix will prompt you to select the Google account from which the edits will be made.
- Once you've logged in to your Google account, a separate window will open where you can edit the document.
- When you are finished, simply close the window and confirm that you would like to save the changes made to the document (if you intend to save them):
Important
- There is a size limit for online viewing: 5 Mb for XLS files; 10 Mb for DOC files.
- Collaborative editing is not available for documents uploaded to Planfix. For collaborative editing to be available, you must link to the document you want to edit; don't upload it.
- Document templates cannot be edited in Google Docs.