Editing Word Documents - File Manager Manual

Introduction

 

This article will walk you through the process of editing Word documents using the file manager manual option. This is the recommend method for Mac users or those unable to use the extendedReach plugin.

 

Prerequisites

 

  • File Manager - Manual enabled (to enable follow the instructions here)
  • User ID Permission
    • Edit Case Activities
    • Edit Case Reports
    • Edit Home Activities
    • Edit Home Reports
  • Access to Microsoft Word

 

Instructions


Follow the below steps to edit Word documents using the file manager manual option by selecting the "Get Started" button below.

 

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