Local Edit allows you to make changes to a file in your ClientPoint without needing to upload a new version each time. This is particularly useful for editable formats like Word, Excel, or PowerPoint, but it can also work with PDFs using appropriate editing software. Here’s a step-by-step guide on how to use Local Edit:
Instructions for Using Local Edit:
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Select the File:
- Choose a file in your ClientPoint build, preferably in Word (.docx), Excel (.xlsx), or PowerPoint (.pptx) format. If the file is a PDF, use a program like Adobe Acrobat Reader to edit it.
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Initiate Local Edit:
- Click on the Local Edit button.
- Then, click Edit (Check Out). This will download the original file onto your computer.
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Download the File:
- Once the file is downloaded, locate it in your recent downloads or specified download folder.
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Make Changes:
- Open the file using the appropriate application (e.g., Microsoft Word for .docx, Excel for .xlsx, PowerPoint for .pptx).
- Make any necessary changes or updates to the file.
- Ensure that you save Word files in the .docx format, Excel in .xlsx, and PowerPoint in .pptx format to maintain compatibility.
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Re-upload the Edited File:
- Return to the ClientPoint builder.
- You will now see an option for Local Edit Version Control. Choose Select Edited File to upload the updated version.
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Add Comments:
- Optionally, add internal comments about the changes you made.
- Click Check In to finalize and upload the edited file.
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File Processing:
- The file will process, and the changes will be saved and reflected in your ClientPoint.
Conclusion:
Local Edit is an efficient way to update files without creating a new version every time. By following the steps above, you can make and track changes seamlessly.
For further assistance, feel free to contact support@clientpoint.net.