After you have installed Docrio One-Click Edit and authenticated to Litify you can launch the app to begin making revisions. 

How to Launch Docrio One-Click Edit 

  1. Navigate to  Matters > select a [Matter Name].
  2. Navigate to the Documents tab.
  3. Find a document to edit and expand the ACTIONS dropdown > Edit.
  4. A modal appears. Select Open Docrio Edit.
    • The file you are editing downloads to your local hard drive and can be viewed in Docrio Edit > File Status.
  5. Microsoft Word launches with the current version of your document.
  6. Edit the document as needed.
  7. Save to push changes into Litify as a new document version.

All downloads and version changes during this session are viewable in the Docrio Edit tray, under File Status > History.


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