Docrio Edit allows users to make edits to any documents with a native desktop application—like Word documents, Excel files, or Adobe PDFs—and have the new version save directly to Docrio and the record as a new version.
Docrio Edit is a feature associated with the Docrio Desktop app, and you will need to install that app on your machine in order to user it. For more information about installing and using the app, check out our Docrio Desktop App User Guide.
Docrio Edit Permissions
The ability to edit files from within Docrio is controlled within File Action permissions. The File Action for Edit must be granted in order to use Docrio Edit.
Using Docrio Edit
- Locate the file within Docrio that you want to edit.
- From the file actions menu (the down-arrow to the right of the file you want to edit), select Edit.
- A pop up will appear asking to open Docrio Edit
- Click Open Docrio Edit.
- It will take a few seconds, but the file you clicked edit on will open on your computer in its native application—Word, Excel, or otherwise—depending on the type of file.
- Make any necessary edits to the document that are needed, and click save.
- If you open the Docrio Edit app you will see the new version of the document with the edits made, uploading to Docrio.
- You can also see all the actions that have been taken on the document. You’ll see a line for downloading the document, and then another for uploading the edit. This history section clears whenever a user logs out of the Docrio Edit application.
- The new version of the document will upload to Docrio and show up as a new version. The version number of a document shows up under the File Name, or on the File Info Tab.
- If you click on the File Name you can see the preview of the document and see the edits that were made.
- If you look at the File History tab on the file that was just edited you can see a record of the edit as well. You will see a history line for the download, and then another for the new version.