Edit Documents using Content Director

Edit Documents using Content Director

This applies to Content Central v7.

Edit Action


The Edit Action allows a user to edit or update an existing document in Content Central using Content Director and the default applications on your Microsoft® Windows® workstation.
This requires the Content Director application to be installed on your local computer, and stay running in the System Tray.
 

Content Director Download

Download Content Director from User’s Download Page in Content Central.
Install Content Director and allow it to run in the System Tray at all times.





 

Steps to Edit Document using Content Director

 
Install Content Director in the workstation, and allow it to stay running in the System Tray.

Login to Content Central as user with EDIT Permission.
Navigate to the document to edit.
Click to EDIT in the Action Drawer. Optionally, click ‘Edit’ Icon in the Document Card Bar. Or, click ‘Edit’ option in the Actions Panel, while the document to edit is ‘CHECKED’ or being previewed.
Allow Content Director to launch.
The document’s default application will automatically launch and open the document from Content Central.
Update or revise the document in it's default application.
After saving the document, Content Director will pop up for options regarding checking-in the document.



BY CHARLOTTE KING

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