How is a document or spreadsheet edited in Basil?

Word documents, Excel spreadsheets, and PowerPoint presentation files can be directly edited in the cloud by clicking on the file. Edits are done using the integrated Zoho editor, which is automatically available to Account Owners and Team Members at no additional charge.

Documents can be edited through the Basil UI only by the Account Owner and Team members. Client users can follow this guide to edit those files types.

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.

Not all native functions of the Zoho editor and Microsoft Office products are compatible, such as checkboxes and Zoho picklists. For full Word and Excel capabilities, we advise to download the file locally from Basil, work it within externally, and re-import back into Basil.