The Teamwork.com Document Editor allows you to
download, open, edit and save changes to files
stored in the Files area of your
projects.
Within the Teamwork.com Document Editor,
you can edit project files and save the
changes directly to your projects
automatically or manually.
Note: The ability to
edit files requires you to have permission to
add files enabled in your project
permissions.
The editor works with a variety of file types
such as Microsoft Word and Excel, LibreOffice,
Adobe Photoshop and certain other image file
types.
Some file types may
be blocked for security purposes,
including *.exe, *.jar, *.zip and
*.rar files.
Editing files
Once you have enabled the
integration in your profile settings
and installed the
application on your computer, any projects you
have selected to link will be listed in the
left sidebar. You can click through the
project names to view the corresponding file
categories and files.
Any supported files will have
an Edit button to the right
of the file name.
Clicking Edit will
download the file to your computer and
open it using the appropriate application
based on your default program settings
in Windows or OS X.
Depending on the upload preference you have set in your Document Editor settings, how you save your changes will vary.
Automatic upload
If you have your upload
preference set to Automatically
on
save, you can click save as you
normally would in the application where
you are editing once you have made the
relevant changes to the file.
The changes
will be uploaded automatically to the project
as a new
version of the file.
Manual upload
If you have your upload preference set
to Manually by pressing
upload, you can save your file
multiple times in the application where you
are editing it without creating new versions
of the file in Teamwork.com each time.
For manual uploads, we recommend working
from
the Recent Files section of
the Document
Editor.
Each time you save a file you are editing, a
temporary copy will be added to the Recent
Files section which stores the
ten most recently saved file.
To upload new versions of files to Teamwork.com,
you will first need to unlock them via the
Recent Files section. Click
the Unlock button to the
right of the relevant file in the Recent Files
list.
You can also unlock all ten recent
files at once by scrolling to the bottom of
the list and click Unlock all files.
Once a file is unlocked, you will see
an Upload button to the
right of the file name.
Clicking this will initiate an
upload to the associated project on your
Teamwork.com
account, generating a new version of the
file.
Note: The upload
option in the Recent Files section is
intended for single use so will disappear
once you upload the file. To upload the
file manually another time, you will need
to edit the file again.
You can also delete these
temporary file
copies from the Recent Files section when
finished editing. Scroll to the bottom of
the Recent Files list and
click Delete all files.
File locking
As soon as you click the Edit button, the file will automatically be
locked which means other people looking at
the file in the project will see an icon
to show that it's locked for
editing.
A user can hover over the icon
to see who locked the file and when it was
locked.
Note: Project and
site
administrators will also have the
option to force unlock files that
have been locked by other
users.
Opening the editor via
Teamwork.com
Once you have the editor
application installed on your computer,
you will also see an edit option beside
each supported file in the Files section
of each project you have linked to the
editor.
When you click the edit pencil, the
browser
will automatically try to open the
Document Editor.
When you click Open,
the Document Editor will launch and the
file will be downloaded to your computer.
It will automatically be opened via an
appropriate application based on your
default program settings in Windows or OS
X.
You can then edit and save the
file as you would via the editor
itself.
Note: Collaborators
can only edit files that they have
uploaded themselves.
For more information, see: Installing the Document
Editor