Edit Documents Locally via Workplace Online

All users with Modify, Create & Modify, or Full Access permissions to files

Workplace Online > Projects

Workplace Online > Dashboard

This feature requires the Workplace Desktop 5.1 or later to be installed and the account associated with the Workplace Desktop app must match the account being used via Workplace Online.

Local editing allows you to open files locally, within the associated application on your computer, without having to sync the file to your computer first. Once the file is opened using this feature, saving the file will automatically update the version on Workplace OnlineWorkplace Online is the web portal that users within a team can use to access their data and administer their team..

This means that projects don't have to be synced to the machine before they can be edited, while ensuring the updates are automatically pushed back to the Workplace"Workplace" describes the Autotask Workplace service in its entirety. service. This is particularly useful with large or infrequently used projects - rather than clogging the computer with files that you don't need on a day-to-day basis, the files within the project can easily be updated via the local editing feature. This feature allows you to work entirely from within Workplace Online without ever having to sync a project to your local machine.

File auto-locking will only function if the file has been synced to your device. If you do not wish to sync the file, we recommend that you manually lock the file within Workplace Online first.

Local editing also means that you will not be restricted to Word, PowerPoint, and Excel files. As long as your computer recognizes the file type and can open it, you can edit to locally.

To configure local editing, refer to Desktop Integration.

How to...


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