Make files live and able to be worked on
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Randy Clark
Right now each file can only be previewed or downloaded. Would be a huge benefit to be able to open an excel or pdf file, work on it and then save and close. As is we have to save it elsewhere and upload a new copy which makes file sharing very cumbersome.
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Amanda Aparicio
In case it's helpful, if you use the Google Drive integration, you can open up files directly within Google Drive to edit them (more on that here!). If you use OneDrive, stay tuned! We're beta testing the OneDrive integration now.
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Randy Clark
Amanda Aparicio I don't want to move to google drive, or one drive either really. It just makes sense to be able to have client files all in one place and manage one repository rather than several.
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LeAnn Duncan
Agree a huge benefit to view excel files for sure. I can open the PDF with a change to Chrome Browser to allow the PDF view but that wreck the pdf download and save issue.