Difference between revisions of "Online Editing"
From SmartWiki
(→Enabling Onlaine Editing) |
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Firstly, download the Online Editing application from the [[Administration_Interface#Help_Menu|Help > Downloads]] link: | Firstly, download the Online Editing application from the [[Administration_Interface#Help_Menu|Help > Downloads]] link: | ||
[[Image:OnlineEditingDownloadLink.png|600px|link=]]<br /> | [[Image:OnlineEditingDownloadLink.png|600px|link=]]<br /> | ||
| − | Install the application on each computer that will be using the Online Editing feature | + | Install the application on each computer that will be using the Online Editing feature: |
[[Image:OnlineEditorApplication.png|link=]]<br /> | [[Image:OnlineEditorApplication.png|link=]]<br /> | ||
| − | * '''User Name''': | + | Next, run the application to enter your user credentials:<br />. |
| − | * '''Password''': | + | [[Image:OnlineEditSettingConfig.png|link=]]<br /> |
| − | * '''Alias''': | + | * '''User Name''': the ''user name'' that you use to log into SmartSimple (typically, your email address). |
| − | * '''URL''': | + | * '''Password''': the password you use to log into SmartSimple. |
| − | * '''SSL''': | + | * '''Alias''': the [[alias]] for your copy of SmartSimple can be found in [[Global Settings]] |
| + | * '''URL''': the [[URL]] for your copy of SmartSimple (example: ''grants.smartsimple.com'') | ||
| + | * '''SSL''': if the URL in the address bar of your browser is prefaced with "https:" when you log in to SmartSimple, check this box. | ||
| + | |||
| − | |||
[[Image:OnlineEditingConfiguration.png|link=]]<br /> | [[Image:OnlineEditingConfiguration.png|link=]]<br /> | ||
[[Image:EditButtononCustomField.png|link=]]<br /> | [[Image:EditButtononCustomField.png|link=]]<br /> | ||
Revision as of 13:43, 11 December 2014
Microsoft Word, Excel and PowerPoint documents uploaded to SmartSimple can be edited directly from the system.
When enabled, clicking on an Edit button next to the uploaded file will launch the file in the Microsoft application. All versions of Word, Excel and PowerPoint are supported. When the edits have been made, and the file is saved, the edits will be reflected in the document saved to the Smart Folder or custom field.
Enabling Online Editing
Firstly, download the Online Editing application from the Help > Downloads link:
Install the application on each computer that will be using the Online Editing feature:
Next, run the application to enter your user credentials:
.
- User Name: the user name that you use to log into SmartSimple (typically, your email address).
- Password: the password you use to log into SmartSimple.
- Alias: the alias for your copy of SmartSimple can be found in Global Settings
- URL: the URL for your copy of SmartSimple (example: grants.smartsimple.com)
- SSL: if the URL in the address bar of your browser is prefaced with "https:" when you log in to SmartSimple, check this box.
