Certain documents can be edited via mattero. The following Microsoft document types are editable:
Edit a Document
To edit a document:
- Navigate to the Documents page, or the Documents tab for a Matter or Contact, to display a list of documents. Under Filter, select or enter document tags to limit the list of documents displayed.
- For the document you want to edit, from the Actions menu, select Edit Document.
- If required, enter your user credentials. These are the same credentials you use to log in to mattero, which are cached for 30 days by default.
The document opens in its native application (Word or Excel, etc.).
- If required, select Enable Editing, and edit the document.
Save the document. Any changes you make are uploaded to document storage and displayed in mattero.
At a later date, you can reopen the document (for example, via Word or Excel) directly from the application's list of previously edited documents.
Edit PDF Documents
You cannot edit PDF documents in the same way as Microsoft documents. Instead, use the Copy URL for Editing option from the Actions menu.
To edit a PDF document:
- Navigate to a Documents page.
- For the PDF document you want to open, from the Actions menu, select Copy URL for Editing.
- Open your PDF editor, and then select File > Open.
- Paste the file URL into the File name field, and select Open.
- Edit the document as required, and then save the document.
Edit Document Details
To edit a document's details:
- Navigate to the Documents page or the Documents tab for a matter or contact, to display a list of documents. Under Filter, select or enter document tags to limit the list of documents displayed.
- For the document you want to edit, from the Actions menu, select Edit Details.
- Optionally, edit the Document Title.
- Optionally, select Tags for the document, or enter new Tags. (Tags allow you to classify your documents.)
- Optionally, click on the Calendar icon, then change the Created Date as needed.
- Click Save.
Edit Documents on Mobile Devices
Documents cannot be edited on a mobile device at this time.