In this article, users will learn how to edit a document on Filer. Editing documents is a useful feature for co-collaboration and accountability. Only Office files (Word, Excel, PowerPoint) can be edited within the Filer component, with PDF files not available for editing.
In this article, screenshots will follow the example of an employee record context. All steps outlined below will be relevant for your context.
Editing a document with Filer
Navigate to the SharePoint site where Filer is installed at your organisation.
Search for the record you are looking for using search, bookmarks, views or briefcases.
Select the file that you would like to edit, click the ‘Edit’ icon in the left-hand ribbon. PDF files are not available for editing, only Word, Excel and PowerPoint files can be edited with Filer.
Documents for editing will automatically open a new tab in your browser with Office Online. Changes made on the document will be automatically reflected in the Filer component.