Through our integration with Office 365, you can edit documents directly within Crelate. Whether you need to update a candidate’s resume or add your logo as a header, you can make those changes in Crelate without having to download, edit, and re-upload the file.
To edit documents in Crelate, you’ll first need to enable this feature under Settings > Customization > Documents. Simply toggle the option to Yes, then save your changes and refresh your browser.
**Please note** you will need to be an Office 365 customer in order to utilize this feature.
If, after this setting is enabled, you still do not see the ability to edit documents via Office 365, please follow the instructions below.
To edit a document in Crelate, there are two primary options.
If the document is a Primary Resume:
If the document is NOT a Primary Resume:
That will open a new tab with the live document to edit. After making an edit, you'll see a 'Saved to Crelate' notification above when that change is complete.
**Please Note** As you make these changes live, this document may take time to fully propagate, as it presumes you may still be editing that document. You'll be prompted with a notification that this document is still in 'edit mode.'
To finalize a completed change, please close the document tab. You may need to give that contact profile a quick refresh (see screenshot #2 below) to fully display those changes.
