The Document Editing module allows your contacts to edit a document online directly from their interface. Once completed, the document is automatically saved to the application, with no extra action required from the client.
How does it work?
The document edition is done online using the Google interface, so no installation required. Your contacts can take advantage of Google’s collaborative features, including comments, real-time co-editing, and suggestions…
The source document can be updated at any time within the process.
There’s no need to upload a new version, just update it directly from the task configuration.
This feature currently supports Word and Excel files.
Once the step is completed by the contact, a copy of the edited document is automatically generated and saved in the application.
💡Tip : You can insert merge fields in your document to make your process more dynamic. Read this article to learn how to use merge fields.
How to add a Document Editing step ?
Select the application or the process you're working on
Click the “Add new step” button and choose “Document edition”
Upload the document you want to share and confirm
What does the client see?
Your contact will see a step with a link labeled “Open document”.
They can edit the document online, and once done, click on “Document ready”.
At that point, a finalized copy of the document is automatically saved to the application.