The Document Editing task 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 editing 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, Excel, and PowerPoint files.
Once the task is marked as “completed” by the contact, a copy of the edited document is automatically generated and saved in the application.
An integration with Microsoft Office Online is also planned, offering more flexibility based on your tool preferences.
How to create a Document Editing task?
Select the application or the process you're working on
Click the “Add new step” button and choose “Task to complete”
Select the “Document editing” task type
Upload the document you want to share
Name your task, add instructions if needed, and confirm
What does the client see?
The contact will see a task with a link labeled “Open the document”.
They can edit the document online, and once done, click “Mark as completed”.
At that point, a finalized copy of the document is automatically saved in the application.