Edit in Adobe
Note: This is only available in the "Acrobat Pro 64-bit", "Adobe Acrobat DC Pro", or "Adobe Acrobat DC Standard" version - If applicable, go here and purchase and install that first. Click here to install Adobe Pro.
Using this Feature will automatically check out the document to the User and add it to the Checked Out Documents list on the User's Dashboard.
1. Navigate to the document you want to Edit
2. Click on the Action dropdown for the selected PDF Document and Select "Edit in Adobe"
3. Make desired edits in Adobe Acrobat
4. Click the Firm 360 connector button in Adobe. (see Related Articles below)
Edit in Microsoft Excel or Word
5. From Firm360 Document list, select "Edit in Word" or "Edit in Excel," etc.
6. Make desired edits in MS platform
7. Save. File will be updated in Firm360.
Here's a quick video showing you how to edit in excel with the same steps above are applicable for Microsoft Word:
Related Articles