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 download the Teamwork Document editor and use it to edit files directly on your computer.
Downloading the app
Once a site administrator has enabled the Teamwork Document Editor in the site-level integration settings, you will see it listed in your personal apps in your profile.
Click your profile icon in the top right of your site and select My Apps from the dropdown 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 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 Document Editor, open the application to log in to your Teamwork 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 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 Document Editor supports switching between multiple Teamwork 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 login launchpad. Once you enter your login credentials and select the relevant account, the account will be added to the Teamwork 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 Document Editor requires the standard ports of 80 and 443 to be open.
For more information, see: Editing Files Using the Teamwork Document Editor