How to edit documents without AGIR Office Add-In

This article explains how to edit a document without AGIR Office. In case you have AGIR Office installed, read this article instead: How to edit documents with AGIR Office?

To edit/review a document, you need to own the editing task (be the task owner during an editing step), and the document must be at the editing step. Otherwise, you won't be able to edit the document.

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 shown 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, the pencil icon, and wait until the document opens on your computer.

2. After it opens, the document will be saved in the Downloads folder on your computer (this can vary depending on your browser's settings). In this example, we are editing a document in the Microsoft Word app. 

3. Apply any intended changes to your document. After editing, save the changes.

4. In AGIR, open the document's page that you are editing and click on Replace. Search for the document with the changes on your computer and click on Open. 

5. At this point the document will be sent back to AGIR with the changes you performed, in two versions (PDF and Word). You don't need to save any copies of it on your computer.

  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. 

6. Your document has been revised and updated. 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. 

Have any more doubts? Check out our video about how to edit documents without AGIR Office Add-In