Skip to main content

​
1. Prerequisites

Attachment editing currently supports only three types of Office documents: Word, PPT, and Excel. The supported file extensions are as follows: Excel: et, xls, xlt, xlsx, xlsm, xltx, xltm, csv Word: doc, docx, txt, dot, wps, wpt, dotx, docm, dotm PPT: ppt, pptx, pptm, pptm, ppsm, pps, potx, potm, dpt, dps Note: In addition to the file types listed above, attachment preview also supports PDF.

​
2. How to Enable Online Attachment Editing

To use online attachment editing, first turn on the Online Editing switch in the Attachment component. See the example below:
Form editing page Turning on the online editing switch enables online editing only for this form. To edit uploaded attachments after data is submitted, you must also configure permissions. Note: Permission configuration differs between forms and workflow forms. Refer to the paths below.
Form: Open the target form >> Settings >> Page permissions >> View status >> Edit >> Field permissions >> Custom, configure the field >> Enable Edit Permission for the Attachment. Form permission settings page
Workflow form: Open the target workflow form >> Workflow >> Approver >> Content displayed at this node >> In the Attachment row, select Editable (the approver can then edit online when they have permission during approval). New workflow form
Once configured, open the form details to edit the Attachment online, as shown below:

​
3. Instructions for Online Editing

​
3.1 Auto-Save

The editing page saves automatically after every change. You can also press Ctrl+S to save manually. Frequent manual saving is not recommended. Each manual save creates a new version. The system keeps up to 10 saved versions, and older versions are deleted automatically once this limit is exceeded.

​
3.2 Collaboration Records

Click Collaboration Records in the upper-right corner to view the edit history of every user who has worked on the document. See the example below:
Note: The Version history feature on the page is not yet available.

​
4. Notes

  • Online attachment editing is available only in the Professional edition and above. The Attachment component provides the online editing functionality.