The Teamwork Document Editor allows you to download, open, edit and save changes to files stored in the Files area of your projects without having to re-upload them manually.
Within Teamwork, you can enable the Teamwork Document editor for your site and allow your users to enable and use.
You can use the document editor to edit files that you have the appropriate application installed on your computer to work with - for example, Word, Excel and other Microsoft Office files.
Enabling at site level
To allow people on your site to use the editor, an owner company site administrator will need to enable the integration in the site settings.
Click your profile icon in the top right of your site and select Apps & Integrations from the dropdown menu.
In the Integrations area, scroll to the section for the Teamwork Document Editor and click the Enable button.
The integration will be marked as enabled for your site and you will have an option to disable it if required.
Enabling at user level
Once enabled at site level, individual users will see the Document Editor listed as an option in their personal apps settings.
Click your profile icon in the top right of your site and select My Apps from the dropdown menu.
In the Apps tab, click the Enable button beside the Teamwork Document Editor option.
Note: If the Document Editor is listed under Available Apps, it has not yet been set up for your site. This needs to be done by an owner company site administrator before you can use the integration.
Once enabled, you will see an Edit button next to each supported file type in a project.
Note: The ability to edit files on a project requires you to have the Add Files project permission.
Installing the Document
You will need to download the Document Editor desktop app for either Mac OS or Windows in order to edit files.
Once you install the Document Editor and log in to the relevant Teamwork account, you can also sync certain projects and view their associated files directly in the app.
Note: The document editor requires the standard ports of 80 and 443 to be open.
For more information, see: Editing Files Using the Teamwork Document Editor