In BRIX, you can edit files online in the system interface using an integrated office suite.
To edit a file:
- The system administrator must configure integration with a file viewing or editing service.
- You must have permission to edit the file.
Open a file for editing
The steps for opening a file for editing depend on which version you want to edit:
- The current version or a draft of a new file. Open the file view form and click Edit.
- A draft of a file version or an outdated version. Open the file view form, click All Versions on the side panel, and select the required version. In the window that opens, click Edit.
How changes are saved
What happens when you save changes depends on the status of the file version you are editing.
What you edit |
What happens after you save changes |
Current version |
A new current file version is created with a new number. The original version moves to the list of outdated versions. |
Draft of a new file or draft of a file version |
The draft will be saved with the changes applied, within the same file. A new version is not created. You can make the draft the current version.
|
Outdated version |
A new version with a new number is created. When saving changes, you can set it as the current version or assign it a Draft status. In either case, the original version will remain in the list of outdated versions. |
For more information about file statuses and version management, see Manage and compare file versions.
Edit the current version or a draft of a new file online
The current version and a draft of a new file are displayed on the file view form. To edit either one:
- In the Files workspace, open the required file and click Edit in the bottom-left corner.
- The editing window opens.
After editing the current version or a draft of a new file, you can:
Exit editing mode and save your changes. The result depends on what you edited:
- Current version: a new file version is added to the system and becomes the current version.
- Draft of a new file: the changes are saved to the same file. When the file is ready, you can publish it by making the draft the current version.
Close the file view page without saving your changes.
Edit an outdated version or a draft of a file version online
To edit an outdated version or a draft of a file version:
- In the Files workspace, open the file. On the side panel, in the File Versions widget, click All Versions. Select the required version from the list.
- In the window that opens, click Edit in the bottom-left corner. The editing window opens.
- Make your changes and save them.
- The next steps depend on which version you edited:
- Editing a draft.
The draft is saved with the same version number. You can return to editing it later or make it the current version in the window that appears.
- Editing an outdated version.
In the window that appears, choose what to do with the edited version:
- Make current: a new version is created based on the edited version. It receives a new number and becomes the current version. Users will see it when they open the file page.
- Save as draft: clear the Make current checkbox. A new draft is created with a new version number.
In both cases, the original outdated version remains in the system with its original version number.