Edit documents in Ivanti Docs@Work
When the device user first tries to edit a document, the device must have access to the Internet. The editor embedded in Ivanti Docs@Work requires a license to activate. When it is first launched, the embedded editor tries to contact a license activation server to get a license. If the device is offline, an error message is displayed to the device user.
If a user tries to view an unsupported file, an error message is displayed.
Editing and annotating documents
To edit or annotate, users must download the document to My Files. If the file type is not supported for editing, the edit option will not be available. Online editing is only available with Office Web Apps.
Since Office Web Apps are only supported with SharePoint, Ivanti Docs@Work supports online editing only with SharePoint folders. Office Web Apps must be enabled on the SharePoint server. If Office Web Apps are not enabled, the edit icon will not be available when you tap to view documents.
To edit or annotate a document:
- Tap on the document.
- Tap the
edit icon.
- If you are editing a document directly from a content repository, tap the doc icon.
- Tap one of the options presented.
Option | Description |
|---|---|
Save | Tap to save the edited file with the same file name. A local copy is created. |
Save as | Tap to specify a different file name for the edited file. A local copy is created with the new file name. |
Export | Tap to create a PDF. You have the option to change the file name. A local copy of the PDF is created. |
Exit | Exits edit mode. Any changes to the file are not saved. |
- Tap one of the options presented when you exit edit mode.
- These options are only presented if you tapped on Save as or Export.
Option | Description |
|---|---|
Save this File | Tap to save the edited file to the same location in the content repository. |
Save a Copy | Tap to specify a different location to save the edited file. The location could be in the same content repository or different content repository. The file in the original location is not changed. |
Download to My Files | Tap to download the edited file to My Files. The file in the original location is not changed. If a file with the same name is available a new file is added. |
Cancel | Changes to the file are not saved. |
- If saving to a different location fails, you will be presented with the option to download the document to My Files.
- To save an edited document, you must also tap Exit. If you do not Exit from edit mode, changes to the edited document will not be saved. If users try to open an email attachment while another document is open in edit mode, they are provided with the option to discard changes to the opened document before viewing the attachment.