ONLINE > Projects > Create and Edit Documents Online

Create and Edit Documents Online

All users

Workplace Online > any project, folder, or file view

Online editing allows you to create and edit documents through Workplace OnlineWorkplace Online is the web portal that users within a team can use to access their data and administer their team. by leveraging Google Docs or Office 365.

If you'd like to edit a document locally via Workplace"Workplace" describes the Autotask Workplace service in its entirety. Online, using an application on your machine, refer to Edit Documents Locally via Workplace Online.

Microsoft Word, PowerPoint, or Excel documents can be created, opened and edited even if you don't have Microsoft Office applications installed. Online editing also allows users to simultaneously work on documents.

To take advantage of online editing, you will need a Google account or a Microsoft Office 365 commercial or business account.

Legacy Microsoft Office formats from 1997-2004 (.doc, .xls, .ppt) are not supported for online editing in Workplace. Only current (.docx, .xlsx, and .pptx) formats are supported.

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