Docrio Extension App - Docrio Edit
Docrio Edit allows users to make edits to word documents and excel files and have the new version save directly to Docrio and the record as a new version.
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.
Configuring Docrio Edit
Install the Docrio Extension App
If you have already installed for DocAssign, you can skip to step 3
Open Docrio Edit by clicking the icon in your computers program tray. Toggle to the settings tab. From the environment dropdown make sure you have Production selected, and click login.
If you are already logged into your Salesforce or Litify account you will be logged in automatically. Otherwise please log into your org using your credentials.
Using Docrio Edit
Locate the file within Docrio that you want to edit. From the file actions menu, 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 Word or Excel, 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.
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.