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How to Use OpenKM Live Edit

OpenKM Live Edit allows users to edit documents directly from the repository using desktop applications like Microsoft Word or image editors. This feature streamlines the editing process and ensures accurate version control within the platform.

In this tutorial, you’ll learn how to activate Live Edit, edit files in Windows, and update document versions seamlessly. Moreover, you’ll discover how the system tracks your edits automatically with this tool.

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How to Enable Live Edit in OpenKM

First, open your user profile settings. Then, make sure the Live Edit option is enabled. This allows you to launch files in your desktop applications directly from OpenKM.

Once the feature is active, you’re ready to begin editing documents from the repository with the OpenKM Live Edit integration.

Editing a Document with Live Edit

Select a file from the repository and click the Edit button. After that, a secure link opens in the Live Edit client. Consequently, your default program (like Microsoft Word) launches the file automatically.

Edit the document and save your changes as usual. Then, close or minimize the editing software. With the help of OpenKM Live Edit, these changes are immediately captured and queued for versioning.

Tracking Your Edits in the Client

The Live Edit window detects the saved changes and adds the file to the list. As a result, you can easily track which documents are ready for update.

You can repeat this process with different file types. For example, try editing an image with your preferred application. Once saved, it will also appear in the Live Edit list for upload back to OpenKM.

How to Update the Repository

Before confirming the updates, check each document’s version in the repository. Most likely, they will still show version 1.0.

Next, return to the client window and click Update. After that, refresh OpenKM. You’ll see the version increment to 1.1, confirming that your edits were successfully recorded using the OpenKM Live Edit workflow.

Why Live Edit Improves Document Management

This functionality brings several benefits:

  • You can use native editing tools without downloading files
  • Changes are captured and versioned automatically
  • There’s no need to manually upload revised documents
  • Version history remains complete and auditable

In addition, it helps reduce human error and saves valuable time. Therefore, teams can focus on content instead of administrative steps when using OpenKM Live Edit.

Conclusion

OpenKM Live Edit gives you the flexibility to edit and save documents using familiar tools, while the system manages version control in the background. With just a few steps, you can keep your files up to date, directly from the repository.

To explore more features, visit the Document Management System – OpenKM.

Ready to improve your company’s efficiency with effective document management? Contact our team and let us guide you through the process.

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