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Editing Documents in Office Applications

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You can edit documents using a desktop office app or a browser. If you want to choose the first option, follow the instruction below.

Find a document you want to edit. You can do it from the space documents or card documents level.

  1. Open KanBo.
  2. Open the space.
  3. Go to the card documents or space documents section.
  4. Hover over a document and hit the three-dot menu button.
  5. Select Open in Office app. 
Your document will be opened with a desktop application online.
  1. Go to edit mode with the button on the top bar.

The changes you made will appear immediately in all places where the document is present. You can find out about them with document references.

Tips & tricks

There are also other ways to open a document for editing.

  • You can just click on a document and it will be opened in the Office app.
  • Select from the documents menu:
    1. Hover over a document and hit the three-dot menu button.
    2. Select Open. Your document will be opened online.

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