Through our partnership with Office 365, you'll have the ability to edit documents within Crelate. Should you need to touch up a candidates resume or add your logo as a header, you'll have the ability to do so directly within Crelate without needing to separately download, edit, and then upload.
To edit a document in Crelate, you'll first need to enable that within the Settings | Documents section of Crelate. You'll need to slide that toggle to Yes and then save 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 screen shot #2 below) to fully display those changes.