The Goal: Open and edit a document stored in Cloud Drive directly from the back office, and have the changes automatically saved to Cloud Drive.
Before You Begin:
- The document must already be uploaded to Cloud Drive.
- You may need to log in to access the file. Use the same credentials you use to access the database.
Step-by-Step Instructions
- Go to Home, My workspace section, click Cloud Drive.
- Click the name of the document you wish to update and select Edit. If prompted, log in using your database credentials.
- Make the desired changes to the document.
- Save your document using standard Word functionality. Note: You do not need to use “Save as” — a regular save will update the document in Cloud Drive.
Note: The changes are saved to the document in Cloud Drive. If the document already had a shareable link, that link will not change.
Common Pitfalls
- Using “Save as” instead of “Save”: If you use “Save as,” a new local copy is created on your computer. The document in Cloud Drive will not be updated. Use a standard save (Ctrl+S / Cmd+S) to save changes back to Cloud Drive.
- Login prompt: You may be prompted to log in when opening the document for editing. Use your GrowthZone database credentials.