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
- Upload changes - choose whether to upload
file changes to Teamwork.com automatically
when you save or manually by clicking
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.
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