Working with Files on Your Computer Planfix CRM and Project Management System

Working with Files on Your Computer

You can edit all Planfix files on your computer. Thanks to the Planfix Docs Editor, edited files are automatically uploaded back to Planfix.

save time file versioning convenient various devices no restrictions
Save Time — Working with Files on Your Computer

DOCUMENT FLOW AUTOMATION

Save Time

The Planfix Docs Editor streamlines your document workflow through simple automation: it automatically downloads the file to your computer when you start editing, saves the changes, and then uploads the updated file back to Planfix.

File Versioning — Working with Files on Your Computer

File Versioning

After you save the edited document, it is automatically uploaded to Planfix and becomes a new version of the original document.

Convenient — Working with Files on Your Computer

FLEXIBLE MANAGEMENT

Convenient

It doesn't matter what types of files you work with; Planfix Docs Editor automatically opens them in the appropriate application.

Various Devices — Working with Files on Your Computer

Various Devices

Work on computers running macOS and Windows. Planfix automatically suggests installing the version of Planfix Docs Editor that's compatible with your operating system.

No Restrictions — Working with Files on Your Computer

No Restrictions

Edit documents in any format without limitations using the multi-function editors installed on your computer, all thanks to seamless integration with Planfix Docs Editor.

Edit documents, modify files, and maintain version history—all with just one click.
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