Edit documents

Editing documents involves two things:

• Editing of the document properties in the Document dialog.
• Editing of the document file itself in the application the document was created in.

You can open a document in edit mode or in read mode. When you open the document in edit mode, only you can edit the document. Other users can open the document in read mode. If your organization uses a document library like SharePoint, multiple people can edit a document simultaneously.

Edit document properties in the Document dialog

To change document properties, such the project the document is linked to, use the Document dialog:

1. Select the required document.

2. Right-click and select Document. If you double-click on the document, it opens directly in the application it was created in.

3. Make the required changes.

4. Click the Save button.

Edit document content

Follow the instructions below, depending on how documents are managed in your SuperOffice installation.

Using SuperOffice WebTools

1. Double-click the required document.

2. If a dialog opens, click Edit.

3. Update the document as required.

4. Save it and close the text-editing application.

5. (if applicable) In the dialog that appears, click Yes if you are done editing the document. Click No to keep the document checked out.

   This dialog appears only if this option was activated in SuperOffice WebTools.

6. The document is checked in and the status is set to Completed.

Using SharePoint Documents

This feature requires a license.

1. Double-click the required document. The document opens in a new tab with the online text-editing program (Office Online).

   To use your desktop editing program, you can choose Open in Desktop App from Office Online.

2. Edit the document.

3. Close the tab or your desktop app. The document is automatically saved to SharePoint.

Without WebTools

This procedure describes how to edit a document if you are using a desktop text-editing application. The actual process may be slightly different if you use an online text-editing tool (like Microsoft Office Online) and a document library (like SharePoint).

1. Double-click the required document.

2. In the Document dialog, click Open.

3. If a dialog opens, click Edit.

4. In the File download dialog, select Open or Save Then, follow steps 5-9 from the create document without WebTools procedure.

Browser security question for opening files

When you access and edit a document, file, or email in SuperOffice, your browser prompts you with a security question regarding the file download.

• To open the file, you must select the Open/Allow button.
• Select Always allow to skip the question next time.

The dialog is slightly different in Chrome, Edge, Firefox, and Safari.

Chrome: Select Open URL

Edge: Select Open.

Firefox: Select Open Link.

Safari: Select Always Allow or Allow.

Delete document

From the Activities section tab

1. Select the required document on the Activities section tab in the Company, Contact, Diary, Sale, or Project screen.

2. Right-click and choose Delete.

3. Confirm or cancel the deletion in the confirmation dialog.

From the Document dialog

When viewing a specific document:

1. Click the Task button () in the Document dialog.
2. Choose Delete.
3. Confirm or cancel the deletion in the confirmation dialog.

Troubleshooting

If you double-click a document and nothing happens, try to right-click it and select Document. This opens the Document dialog. Click Open and see if the document opens now.

How do I know if I am using SharePoint, SuperOffice WebTools or not?

SharePoint: Create a new document. If it opens in Microsoft Office Online, you are using SharePoint.

SuperOffice WebTools: Open the system tray in the lower right corner of your desktop and look for the SuperOffice icon .

Related content

• Change Completed status of an activity