Editing MS Office files from idgard and saving them again

Editing MS Office files from idgard and saving them again

MS Office files that are saved in your idgard boxes can be edited in MS Office applications and then saved again in your idgard boxes. By default, idgard uses the folder in the box, in which the original file is saved, as the storage location.


To edit MS Word files from your  boxes and then save them again:

1.  Open MS Word and select the options New and Blank document.

2.  Select the idgard menu.
The idgard menu is displayed. The options Open and Save are available.

3.  Select Open.
The idgard log-in dialog is displayed on the right side of the screen.

4.  Enter your user name and password and select Login.
The box overview is displayed.

5.  Select the desired box and navigate to the MS Word file which you want to edit. You can also search for the file across boxes using the Search function. To do so, enter the search term in the search field and select the Search symbol.
Once you have selected a box, all the MS Word files contained therein are displayed. When using the Search function, the system filters for box names as soon as you enter the second letter. After selecting the Search symbol, all cross-box files with the search term in the file name are displayed.

6.  Select the file that you want to edit.
The file is opened in a new window in MS Word. The idgard window on the right side of the screen is no longer displayed. The open file is displayed as locked in the idgard box, unless you are a box member and have no permissions for the file.

7.  Make the desired changes.

8.  In the idgard menu, select the option Save.
The idgard log-in dialog is displayed on the right side of the screen. Here you can see the box where the edited file had been saved.

9.  Select Upload file.
In the same idgard session, idgard remembers the name of the open file. If you are in a new idgard session, you must first enter a file name and then the respective dialog is displayed.

10. Select one of the following options:

●    Replace, if you want to overwrite the file. This function is only available to the owner of the file.
If the file name is identical, idgard overwrites the file.

●    Unlock and overwrite, if you want to unlock and overwrite the file. This function is only available if you are the owner or manager of the box that contains the file.
If the file name is identical, idgard unlocks and overwrites the file.

●    Create a copy, if you want to upload a copy of the file.
idgard asks you to assign a name to the copy of the file and then saves it. If there is already a file with that name in the storage location, idgard saves the file under that name and adds (1).

●    Create a copy and unlock, if you, as the owner of the file, want to upload a copy of the file and unlock the original file.
idgard asks you to assign a name to the copy of the file and then saves it. If there is already a file with that name in the storage location, idgard saves the file under that name and adds (1). The original file is unlocked.

 

All existing members of the selected box have access to the latest saved MS Office file.

You can also save the edited file in a different storage location in the same box, in a different box that already exists or in a new idgard box. In general, you can also create folders in any existing or new box. As soon as you change the storage location, this also changes the options that are available to you for saving the file. Also refer to Editing MS Office files from idgard and saving them to a new storage location and Saving MS Office files in a new box.

 


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