How to View a Document in your Browser
Once a document to be shared on the site has been uploaded (e.g., Word, Excel, PowerPoint, One Note, etc.), you will have the ability to edit the document within ACOA Direct, as well as preserve the previous version(s). To edit an uploaded document under Shared Documents or within a claim package, you must click on the hyperlink document located under the 'Name' column. Once your document is open, you will note a toolbar with five options.
- Download (#1) – Upon clicking, the system will ask you if you want to open or save the document from the ACOA Direct site. You can Open and/or Save to your desktop, USB stick, etc.
- Edit in Browser (#2) – For instruction on launching the Web App to edit a document, see below.
- Print (#3) – Use this to print the document in PDF format.
- Find (#4) – Use this to search for a word/phrase within the document.
- Comments (#5) – Use this to view comments previously added to the document, to reply to existing comments or to add and post one without editing the document in browser.
How to Edit a Document in your Browser
To begin editing, click on 'Edit in Browser'. The system will take a few seconds to open the document in the Web App.
Once the document is in edit mode, proceed to make your changes. When you want to 'save' changes, click on the icon on the toolbar (see #6 below). NOTE: The only document type with this icon is Word. For Excel, PowerPoint, One Note, etc., as you make your changes, the system saves them automatically.
Once you are ready to exit the modified document, click on the X within the document (see #7). If you have modifications yet to be saved, the system will prompt you to save. If all modifications are already saved, the system will exit the document and return you to your previous menu within ACOA Direct. If you have opened a document that does not require any changes, simply click on the back arrow (see #8).
WARNING: Do not click on the X in the upper-right corner (see #9) unless you have completed/saved your changes and want to exit ACOA Direct as well. Otherwise, click on the X below it (see #7).
Note that you cannot edit a document located
under the ‘Correspondence’ section of the client and project views.
To view the version history of a document, click on the arrow to the right of the title and click on 'Version History'.
The system will display all the version(s) of the document, as well as the date/time and who last modified the version. You can click on the link of any version to view.
If for some reason you want to delete a previous version, click on the drop-down arrow next to the link (see below) and click 'Delete'. If you want to restore a version to display as the latest one, click 'Restore'. Once you restore, the system will replace the current version with the selected version. Confirm by clicking OK. In the example above, upon clicking OK, the system would add version 7.0.
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