Editing Documents with M-Files Web
This section tells you how to edit content in M-Files Web. For the best user experience, we strongly recommend that you use M-Files Web Companion. Your administrator can also set up Microsoft Office for the web.
To edit a document when you cannot use M-Files Web Companion or Microsoft Office for the web:
- Open the context menu for the document in the listing area.
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Select Check out.
This makes sure that only you can edit the document.To edit a document that is checked out to someone else, open the context menu for the document and select Ask object to be checked in.
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Open the context menu for the document in the listing area again.
For a document with multiple files, select the arrow on the left side of the document to open a list of files included in the document. Then, open the context menu for the file that you want to edit.
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Select Download.
Result:Your browser downloads the file.
- Open the file in an editor. For example, Microsoft Word.
- Make and save your changes to the file.
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Replace the original file in M-Files with the edited
one:
Option Description To use the Replace with file operation: - Open the context menu for the original file in M-Files.
- Select .
- In the Open dialog, select the edited file on your computer.
- Select Open.
To use dragging and dropping: - Drag and drop the edited file from your computer to the listing area in M-Files, on top of the original file.
- In the confirmation dialog, select Yes.
- Open the context menu for the document in the listing area.
- Select Check in.