You can work with text documents, spreadsheets and presentations in My Drive section. Each Bitrix24 user can independently choose the way of working with documents:
- Locally — this option is suitable for working with documents in applications installed on your computer. You need to install Bitrix24 desktop application to view and edit documents.
- In the cloud — select this option to work with documents via cloud services such as Google Docs.
- Bitrix24 is a built-in online editor for working with documents. You will be able to create, collaboratively edit and share documents with your colleagues directly in Bitrix24.
Go to the Settings - Settings for working with documents - Bitrix24 and click Save.
Create and edit documents
You can create and edit any format of text documents, spreadsheets and presentations.
Create. Click Add - Bitrix24.Docs and select the document type.
Edit. Open the document and click the Edit button. When you are done working with the document, just close it. The changes will be saved automatically.
Configure access to documents
Configure access to work on documents with your colleagues.
From the list of documents. Select files and click Share - Share with other users. Add employees and set access permissions for them.
Configure access permissions to personal drive
Use a public link if you need to share a document with an external user.
Share files and folders using public and internal links
In viewing or editing mode. Click the Edit permissions.Select Public access, if you need to give access to a document to an external user.
To edit the document with your colleagues, select Collaborate. Add employees or departments that will have access to the document and configure permissions.
Delete a document
Select a document and click Delete. You can delete the document immediately or move it to the recycle bin. Files can be recovered for 30 days after deletion.
In brief:
- You can work with text documents, spreadsheets and presentations in My Drive section. Each Bitrix24 user can independently choose the way of working with documents: locally, in the cloud, Bitrix24.
- You can view, create, edit, and delete documents on the drive.
- Configure access permissions to share documents with your colleagues.
- Use a public link if you need to share a document with an external user.
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