The Teamwork.com 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.com, you can download the
Teamwork.com Document editor and use it to edit
files directly on your computer.
Downloading the app
Once a site administrator has enabled the
Teamwork.com Document Editor in the site-level
integration settings, you will see it
listed in your personal apps in
your profile.
Click your profile avatar in the bottom left
of your site and select My Apps from
the pop-out menu.
In the Apps tab of
your profile, you will see a
section for the Teamwork Document Editor and an option to Enable for your profile. Click
the Download
here link to install the
app.
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.
Alternatively, you can visit
our Teamwork.com Document
Editor page and click
the Download button under
the
relevant operating system option. The
editor
can be downloaded for Mac OS or
Windows.
Setting up the
integration
Once you download and install
the Teamwork.com Document Editor, open the
application to log in to your Teamwork.com
account.
In the application window, click
your profile icon in the top right and
select Settings from the
dropdown menu.
The settings area allows you to
customize:
- Projects - select which projects you want
to use with the document editor.
- File location - set a file location for
recent files.
- Upload changes - choose whether to upload
file changes to Teamwork.com automatically
when you save or manually by clicking
upload.
Click Save
Settings to apply your changes to
your account.
Any projects you have selected
will appear in the left sidebar of the
Document Editor app along with any
corresponding file categories and
files.
Managing accounts
The Teamwork.com Document Editor
supports switching between multiple Teamwork.com
accounts.
To add another account, click your
profile icon in the top right and
select Add account from the
dropdown.
A pop-up window will open with the
Teamwork.com login launchpad. Once you enter your
login credentials and select the relevant
account, the account will be added to the
Teamwork.com Document Editor.
You can then toggle between the
accounts via your profile dropdown menu.
To remove an account, hover over the
account name and click
the X to the right.
Note: The Teamwork.com
Document Editor requires the standard
ports of 80 and 443 to be open.
For more information, see: Editing Files Using the
Teamwork.com Document Editor