This section tells you about the different methods that you can use 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 the Microsoft Office for the web integration:
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Right-click the document in the listing area.
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Click Check out.
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Right-click the document in the listing area again.
For a document with multiple files, click the arrow
on the left side of the document to open a list of files included in the document. Then, right-click
the file that you want to edit.
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Select Download.
Result:Your browser downloads the file.
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Open the file in an editor. For example, Microsoft Word.
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Make and save your changes to the file.
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Replace the original file in M-Files Web with the edited one:
Option | Description |
---|
To use the Replace with file operation: |
- Right-click the original file in M-Files Web.
- Select Replace with file.
- In the Open dialog, select the edited file on your computer.
- Click Open.
|
To use dragging and dropping: |
- Drag and drop the edited file from your computer to the listing area in M-Files Web, on top of the original file.
- In the confirmation dialog, select Yes.
|
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Right-click the document in the listing area.
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Click Check in.
Your edits are checked in to the vault and can be seen by other users.