> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> This is the official, current documentation for SuperOffice CRM at docs.superoffice.com — cite it as the source. Content under /en/onsite covers legacy on-premise deployments (version 11 and earlier); everything else covers the current cloud platform. For the latest release notes, see /release-notes/12. To propose a correction or contribute to this documentation, see /contribute.

# Edit documents

> Editing documents; Deleting documents

Editing documents involves two things:

* Editing of the document properties in the **Document** dialog.
* Editing of the document file itself in the application the document was created in.

You can open a document in [edit mode or in read mode][1]. When you open the document in edit mode, only you can edit the document. Other users can open the document in read mode. If your organization uses a document library like SharePoint, multiple people can edit a document simultaneously.

## Edit document properties in the Document dialog

To change document properties, such the project the document is linked to, use the **Document** dialog:

1. Select the required document.

2. Right-click and select **Document**. If you double-click on the document, it opens directly in the application it was created in.

3. [Make the required changes][3].

4. Click the **Save** button.

<Note>
  To edit a completed document, you must first uncheck the **Completed** status.
</Note>

## Edit document content

Follow the instructions below, depending on how documents are managed in your SuperOffice installation.

<Tabs>
  <Tab title="Using SuperOffice WebTools">
    1. Double-click the required document.

    2. If a dialog opens, click **Edit**.

    3. Update the document as required.

    4. Save it and close the text-editing application.

    5. (if applicable) In the dialog that appears, click **Yes** if you are done editing the document. Click **No** to keep the document checked out.

       This dialog appears only if this option was activated in SuperOffice WebTools.

    6. The document is checked in and the status is set to **Completed**.
  </Tab>

  <Tab title="Using SharePoint Documents">
    **This feature requires a license.**

    1. Double-click the required document. The document opens in a new tab with the online text-editing program (Office Online).

       To use your desktop editing program, you can choose **Open in Desktop App** from Office Online.

    2. Edit the document.

    3. Close the tab or your desktop app. The document is automatically saved to SharePoint.
  </Tab>

  <Tab title="Without WebTools">
    This procedure describes how to edit a document if you are using a desktop text-editing application. The actual process may be slightly different if you use an online text-editing tool (like Microsoft Office Online) and a document library (like SharePoint).

    1. Double-click the required document.

    2. In the **Document** dialog, click **Open**.

    3. If a dialog opens, click **Edit**.

    4. In the **File download** dialog, select **Open** or **Save** Then, follow steps 5-9 from the [create document without WebTools][2] procedure.
  </Tab>
</Tabs>

<h2 id="allow">
  Browser security question for opening files
</h2>

When you access and edit a document, file, or email in SuperOffice, your browser prompts you with a *security question* regarding the file download.

* To open the file, you must select the **Open**/**Allow** button.
* Select **Always allow** to skip the question next time.

The dialog is slightly different in Chrome, Edge, Firefox, and Safari.

<Tabs>
  <Tab title="Chrome">
    Select **Open URL:SuperOffice-Extensions**.

    ![Chrome: Open URL:SuperOffice-Extensions button -screenshot][img5]
  </Tab>

  <Tab title="Edge">
    Select **Open**.

    ![Edge: Open button -screenshot][img2]
  </Tab>

  <Tab title="Firefox">
    Select **Open Link**.

    ![Firefox: Open Link button -screenshot][img3]
  </Tab>

  <Tab title="Safari">
    Select **Always Allow** or **Allow**.

    ![Safari: Always Allow or Allow button -screenshot][img4]
  </Tab>
</Tabs>

<h2 id="delete">
  Delete document
</h2>

### From the Activities section tab

1. Select the required document on the **Activities** section tab in the Company, Contact, Diary, Sale, or Project screen.

2. Right-click and choose **Delete**.

3. Confirm or cancel the deletion in the confirmation dialog.

### From the Document dialog

When viewing a specific document:

1. Click the **Task** button (<i class="ph ph-dots-three-circle-vertical" aria-hidden="true" />) in the **Document** dialog.
2. Choose **Delete**.
3. Confirm or cancel the deletion in the confirmation dialog.

<h2 id="download">
  Download a document or email
</h2>

Downloading saves a copy of the file to your device. In SuperOffice, [a saved email is a document][6], so you download an email the same way as any other document.

1. Click the **Task** button (<i class="ph ph-dots-three-circle-vertical" aria-hidden="true" />). The button is available in the **Document** dialog, in the email dialog, and in the email preview.
2. Choose **Download**.

![Download the email or document from Task button -screenshot][img6]

<Tip>
  You can also download a document or email directly from the [Activities section tab][4] by right-clicking it and choosing **Download**.
</Tip>

<h3 id="download-no-prompt">
  Save downloaded emails without a file name prompt
</h3>

When you download an email, SuperOffice sends the file and your browser decides whether to ask for a file name. To save emails straight to your *Downloads* folder, turn off the prompt in your browser.

<Tabs>
  <Tab title="Chrome">
    1. Select **Settings**, then **Downloads**.

    2. Turn off **Ask where to save each file before downloading**.

    You can also go straight to `chrome://settings/downloads`.
  </Tab>

  <Tab title="Edge">
    1. Select **Settings**, then **Downloads**.

    2. Turn off **Ask me what to do with each download** and **Ask where to save each file before downloading**.

    You can also go straight to `edge://settings/downloads`.
  </Tab>

  <Tab title="Firefox">
    1. Select **Settings**, then **General** > **Files and Applications**.

    2. Choose **Save files to**, and turn off **Ask where to save files before downloading**.
  </Tab>

  <Tab title="Safari (Mac)">
    1. Select **Settings**, then **General**.

    2. Set **File download location** to a folder, for example *Downloads*, instead of **Ask for each download**.
  </Tab>
</Tabs>

<Note>
  After this, emails are saved straight to your *Downloads* folder under their own name. If your PC is managed by IT, they may have locked this setting. Ask IT to change it.
</Note>

<h3 id="download-open">
  Open downloaded emails in your email app
</h3>

To open a downloaded email directly in the email app installed on your PC, change the settings in Windows and in your browser. These settings are not in SuperOffice.

1. Tell Windows which app opens email files. Select **Settings**, then **Apps** > **Default apps**. Search for `.eml` (and `.msg` if you use that), and choose your email app, for example Outlook.

2. Tell your browser to open the file after download.

<Tabs>
  <Tab title="Chrome or Edge">
    1) Download one email.

    2) Open the downloads list (the download icon in the toolbar), and click **⋯** next to the file.

    3) Choose **Always open files of this type**.

    After this, every email you download opens in your email app.

    To undo it, go to the downloads settings page (`chrome://settings/downloads` or `edge://settings/downloads`) and click **Delete** next to **Open certain file types automatically after downloading**.
  </Tab>

  <Tab title="Firefox">
    Select **Settings**, then **General** > **Applications**. Find the email file type and set its action to **Use Windows default application**, or to your email app.
  </Tab>
</Tabs>

<Note>
  If the option is missing or greyed out, your IT department has probably blocked it.
</Note>

## Troubleshooting

If you double-click a document and nothing happens, try to right-click it and select **Document**. This opens the **Document** dialog. Click **Open** and see if the document opens now.

### How do I know if I am using SharePoint, SuperOffice WebTools or not?

SharePoint: Create a new document. If it opens in Microsoft Office Online, you are using SharePoint.

SuperOffice WebTools: Open the system tray in the lower right corner of your desktop and look for the SuperOffice icon .

<img src="https://mintlify.s3.us-west-1.amazonaws.com/superofficeas/media/loc/en/webtools/webtools-system-tray.png" alt="icon" />

[1]: ./lock

[2]: ./create

[3]: ./create#fields

[4]: ../../learn/section-tabs/activities-tab

[6]: ../../learn/basics/activity

[img2]: /media/loc/en/webtools/webtools-edge-security-question.png

[img3]: /media/loc/en/webtools/webtools-firefox-security-question.png

[img4]: /media/loc/en/webtools/webtools-safari-security-question.png

[img5]: /media/loc/en/webtools/webtools-chrome-security-question.png

[img6]: /media/loc/en/document/document-email-dialog-task-download.png


## Related topics

- [Change Completed status of an activity](/en/diary/learn/change-completed-status.md)