Video tutorial · 3:24
Video: Save and edit contact documents
Save a file with its contact, find it again and edit it in Collabora. Check the saved version before using it for your next task.
Chapters
Video transcript
Transcript
00:00 · Save a file with its contact
Let’s save a document for Emma Carter at Harborlight Design Studio and find it again from her contact. We’ll check its description, open the file and save a change. We’ll use the project summary for PRJ-1042, available as an editable example in Resources.
00:20 · Open Document management
In Contacts, type Emma in Search and select her row. Choose Document management, the folder with an arrow. The table contains that contact’s files. Check that you’ve selected the right person before adding a document. On a mobile, you’ll find this action in the Contacts menu.
00:42 · Add the document
Choose New document, the sheet with a plus sign. In the document record, use Browse to select a file from your device. Check File name and Date, then enter a Description that helps you recognise it. For example, project summary to review with Emma. Choose Save to add it.
01:04 · Find and open the file
Back in the table, search for PRJ-1042. Check the name, date and description. The television icon opens the viewer for the file’s format; LibreOffice documents open in Collabora. To download a copy, select the file name and check the file you receive.
01:26 · Edit the file’s contents
To work on the summary, select its row and choose Edit document. Inside the record, choose the pencil button, also called Edit document. Collabora opens in another window. Depending on the file, LibreOffice formats let you continue working with Writer documents, Calc spreadsheets or Impress presentations.
01:50 · Save the content and the record
In Collabora, read the text and make the change you need. In our example, we replace Version one with Version two. Save in the editor, then use Close document to return. The record reminds you to save it to apply the changes. Update the description to Version two reviewed for the meeting, then choose Save.
02:13 · Check the saved version
Find the summary again in the table and read its updated description. Open or download the document and check that it contains Version two. You can then continue with the correct file. If you only need to change the date or description, edit those fields directly in the document record.
02:34 · Use the right document space
Contact documents and event documents have their own spaces. The summary you’ve just saved belongs to Emma. If you need an agenda for a meeting, open that event’s documents and add it there. This helps you find each file in the right place when you prepare the next task.
02:53 · Continue with your document ready
You can now add a file, find it, edit its contents and check the saved version. Resources has the editable template, the example and the steps with their icons. Practise with a simple document. In the email tutorial, we’ll use this same summary to prepare a message with an attachment from the contact.