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- FAQs: Documents (Files)
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Basil
- FAQs: General
- FAQs: Signing up for Basil
- FAQs: Adding Clients
- FAQs: User Types and Roles
- FAQs: Adding Team Members
- FAQs: Adding Owner Firm
- FAQs: Folders
- FAQs: Documents (Files)
- FAQs: Moving Files
- FAQs: Restoring Files
- FAQs: Tasks
- FAQs: Projects and Workflow
- FAQs: eSignature and KBA
- FAQs: Storage
- FAQs: Import
- FAQs: Search
- FAQs: Notifications
- FAQs: Billing and Payments
- FAQs: Billing and Invoicing
- FAQs: Calendar
- FAQs: Chat
- Getting Started with Basil
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- Basil Education
How is a document edited in Basil?
Word, Excel, and PowerPoint documents can be directly edited in the cloud by clicking on the file. Edits are done using the integrated Zoho editor, which is offered at no additional charge. Documents can be edited only by the Account owner and Team members. Client users do not have permission to edit documents. Before a document can be edited, it needs to be 'locked' by the user so another user cannot edit the document simultaneously. Use the Save button to save the edits periodically, use the Close button to close, and release the file lock when done with edits.