Customizing Existing Documents

To change basic settings for already created documents, click Documents > Customize Existing Documents in the Setup mode to view the Documents form:

Using corresponding buttons of the Documents form, you can edit basic settings of existing documents, create new documents, delete them, generate new document templates and set document access data.

If you want to edit already uploaded Microsoft Word document, firstly click on its name and then click on the file name to open it.

As a result, the document will be opened in the MS Word program.

Then add necessary changes to the opened document and save it.

After the saving this renewed document will be stored directly into the database automatically.

In case you saved the renewed document on your local computer, you should upload this new Microsoft Word document to TeamDesk database.

Next: Managing Access to Documents