viewing/editing Excel documents

 Like others in the community, I am not able to view or edit Excel file online.  I can open Word files on line - but there is no "Edit" option.

 

Les

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Stephanie Westbrook

Hi Les, if you haven't already, could you try installing our Document Editor? With that you should be able to open and edit files. Please let me know if you already have the editor installed and are still unable to make edits. 

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That works when I go to the parent task/project that contains the file.  I was trying to use it from the new "Files" menu selection and didn't see the same options.  All good now.

One more question: How do I see previously uploaded versions of the document files:?

Thanks,

 

Les

 

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Stephanie Westbrook

That makes sense! There are two ways to see different file versions:

  1. Right click on a file from the Task View, hover over "History", and then select the version you would like to open. 
  2. Open the attachment so that it opens in the Proofing Viewer, click "Versions", select the appropriate versions. 

The latter is quicker if you're looking at files from Files View! 

 

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