How to edit documents with AGIR Office?

This article explains how to edit documents using AGIR Office Add-In.

Make sure you have AGIR Office installed on your computer. In case you don't, check out this tutorial: How to edit documents without AGIR Office Add-In or How to install AGIR Office?. 

 TIP  To edit a document, you need to be a task owner at the edition step of the workflow, or you won't be able to do this process. 

The image below shows that the document is at the edition status, and the tasks have been assigned to Patrícia. In this case, the pencil icon is available, which means that Patrícia Quinaz can edit the document.

 NOTE  A video explaining this process is available at the end of this article.

 ATTENTION  The edition status we show you in this article can have a different name in your workflow (example: Revision, Draft, etc...)

The editing process is very simple:

1. Click on edit at the pencil icon, and wait until the document opens in one of Microsoft's apps. In this example, we are editing a document in the Microsoft Word app.

2. Depending on your system, a document can be immediately opened or be available in your taskbar.

3. Apply your intended changes to your document in Word. After finishing the edition, click on the AGIR tab in Word and click on Return to AGIR. 

4. A message of success will appear on your screen, click OK and the document will open in a new tab of your default browser.

At this stage, the document will return to AGIR with all the changes performed, in two versions (PDF and Word). You don't need to save any other copy on your computer. This process may take 30 seconds to be completed.

 TIP  In this editing process, more than one tab can be opened on your browser. Close the oldest tabs and always use the most recent one. This way you will always open the most updated version of the document.

5. The document has been sent back to AGIR with all the performed changes. You can now submit the document and follow the next steps of your workflow (if there are any). In case there are no next steps, the revision process is complete.

 ATTENTION  As per your workflow settings, after submitting, a summary of your changes may be requested. This summary is intended to inform the user about any changes made to the document. You can opt for Save and increase revision number (the most usual option) or Save and do NOT increase version, in case it's a minor edit/correction or other that doesn't warrant increasing the revision number.

Got any more questions? Check out our video on how to edit documents with AGIR Office Add-In