Upload, edit, comment or delete files

Topics

Upload file

File preview, Status & Comment document

Edit file

Open and edit file directly in SharePoint

Upload file

The quickest way to upload a new file is via drag and drop. You can do this either in the Documents section or directly in a task.

Upload file under Documents:

1. You are in a project and have selected the Documents tab.
2. First select the folder in the tree structure on the left in which the file is to be uploaded.
3. Then simply drag the desired document into the field with the mouse pointer.
4. Alternatively, you can also click on the Upload file button. Now select the file you want to upload and click on Open.
5. The file is now saved in InLoox Web App.

Upload file in a task:

1. You are in a project and have opened a task.
2. In the task, you will find the field Add documents....
3. You now have two options:
   1. Link an already uploaded document: Click on Add documents... to display the documents already uploaded to the project including their storage location (=folder) in the dropdown. Simply click on the document to add it to the task.
      Tip To find the desired document more quickly in the dropdown, you can also search for the document name or the folder in which the desired document is located (simply start typing).
   2. Upload a new document: Simply drag and drop the desired document onto the task. Alternatively, you can also click on Upload Document. Now select the file you want to upload and click on Open.
4. The file is now stored in the task.

File preview, Status & Comment document

If you click on the file, you will immediately see the preview on the right-hand side.

You can give the file a description, enter a status, fill in your own fields (only in InLoox Enterprise and InLoox On-Prem) and leave comments on the document.

Edit file

If you want to edit a file, click on the three vertical dots right next to the file name. There you have various options to edit the file:

• Download
• Move to another InLoox folder. (Alternatively simply drag and drop the file to another folder)
• Replace (deletes the old document and replaces it with the new document)
• Rename
• Delete

Open and edit file directly in SharePoint

NEW since version 11.10:

If you have set up a SharePoint connection in the InLoox settings, you can open and edit MS Office documents such as Word, PowerPoint and Excel directly from InLoox in SharePoint:

1. Click on a file and then on the pen icon.
2. The document opens directly in SharePoint and can be edited immediately.
   Note This works both in the Documents area and directly in a task.