---
title: "Online Document Editing"
slug: "online-document-editing-1-1"
updated: 2026-10-08T17:09:20Z
published: 2026-10-29T16:40:50Z
canonical: "wiki.cobblestonesoftware.com/online-document-editing-1-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Online Document Editing

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Online Document Editing**

*07. End Users - Contracts › Contract Attachments › Online Document Editing*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

Contract Insight lets you edit a record's Word attachments online, without downloading them first. Editing starts from the file row on a record's **Attachments & Templates** tab, either from the quick-action icons on the row or from the **Edit & collaborate** section of the file's **Document tools** window.

There are three ways to edit online: **Collaborative edit** ("Edit with colleagues and outside parties at once") opens the file in the Collaborative Online Editor (COE); **Edit with VISDOM** ("Review, redline and co-edit with VISDOM at your side") opens the file with the VISDOM AI assistant alongside; and **Edit in Word** opens the file in Word Online once OneDrive is connected. Files that are currently being edited together show an **In a joint process** tag. Administrators control the COE's sidebars, collaborator invitations and Gateway sign-in in **Administration › Application Settings › Collaborative Online Editor**.

# 2. Key Elements

- **Row icons**: each file row on the Files / Attachments list has a **Document tools** (briefcase) icon, an **Edit with VISDOM** icon and a **Collaborative edit** icon next to **Download**.
- **In a joint process** tag: shown under a file name when "People are editing this document together right now".
- **Document tools › Edit & collaborate**: **Collaborative edit**, **Edit with VISDOM** and **Edit in Word**.
- **Connect OneDrive** (Document tools › Copies & conversions): must be done before **Edit in Word** becomes available.
- **Collaborative Online Editor settings** (Administration › Application Settings, 5 settings): **COE Confidentiality Policy**, **COE Help**, **COE Website Address**, **Disable E-Mail Collaborators** and **Require Customer Contact Login**.

# 3. Opening a Contract's Attachments

1. From the Contract Insight homepage, hover over the **Requests/Contracts** icon in the left navigation bar.
2. Select **Contracts**.

![Requests/Contracts menu with Contracts highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01_nav_contracts(7).jpg)

1. On the Contracts list, locate the record (use the **Search** box if needed) and click **Manage**.

![Contracts list with the Search box and a Manage button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02_contracts_manage(6).jpg)

1. On the record, click the **Attachments & Templates** tab. The Files / Attachments list shows every file attached to the record.

# 4. Editing a File from the File Row

1. On the **Attachments & Templates** tab, find the file you want to edit.
2. Click one of the icons next to **Download**on that row:
  - **Collaborative edit** (screen icon): opens the file in the Collaborative Online Editor, where colleagues and outside parties can edit at the same time.
  - **Edit with VISDOM** (sparkle icon): opens the file for review, redlining and co-editing with VISDOM at your side.
  - **Document tools** (briefcase icon): opens the Document tools window with all editing options (see Section 5).
3. Check for an **In a joint process** tag under the file name. It means people are already editing the document together, so join that process rather than starting a separate edit.

![Attachments and Templates tab with the Document tools, Edit with VISDOM and Collaborative edit icons and the In a joint process tags highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03_row_icons.jpg)

**Note:** Only Word documents (and .rtf/.txt files) can be edited online. On a PDF row, the VISDOM icon is unavailable and its tooltip explains why.

# 5. Editing a File from Document Tools

1. On the file row, click the **Document tools** (briefcase) icon.
2. In the Document tools window, check the file details at the top (file type, version, size and who added it). If someone has the file checked out, you see that here.
3. Under **Edit & collaborate**, choose how to edit:
  - **Collaborative edit**: edit with colleagues and outside parties at once in the Collaborative Online Editor.
  - **Edit with VISDOM**: review, redline and co-edit with VISDOM at your side.
  - **Edit in Word**: edit the file in Word Online.

![Document tools window with the Edit and collaborate options and Connect OneDrive highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04_document_tools(1).jpg)

1. If **Edit in Word** is greyed out, OneDrive is not connected yet. Under **Copies & conversions**, click **Connect OneDrive** and complete the sign-in, then return to **Edit in Word**.
2. When you finish, click **X** to close the Document tools window.

**Tip:** Hover over any option in the Document tools window to see a short description of what it does.

# 6. Configuring the Collaborative Online Editor (Administrators)

1. From the Contract Insight homepage, click the **Administration** icon at the bottom of the left navigation bar.
2. Click **Application Settings**.
3. In the **Categories** list, select **Collaborative Online Editor**.
4. Click **Edit content** next to **COE Confidentiality Policy** or **COE Help** to set the HTML shown in the editor's confidentiality policy and help sidebars.
5. Review **COE Website Address**, the web address of the COE site. This setting is set and maintained by CobbleStone's system, so do not change it.
6. Switch **Disable E-Mail Collaborators** on to stop collaborators being invited by e-mail only.
7. Switch **Require Customer Contact Login** on to require customer contacts to sign in through the Vendor Client Gateway before they can access a collaborative process.
8. Click **Save changes**, or **Discard** to cancel all pending changes.

![Collaborative Online Editor settings with the category, Edit content buttons, COE Website Address and the two toggles highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05_coe_settings.jpg)

**Note:** A change in Application Settings takes effect for everyone as soon as it is saved.

# 7. Quick Reference Summary

| Task | Where / How |
| --- | --- |
| Find a contract's files | Requests/Contracts › Contracts › **Manage** › **Attachments & Templates** |
| Edit with others at once | File row › **Collaborative edit** icon, or Document tools › **Collaborative edit** |
| Edit with the VISDOM assistant | File row › **Edit with VISDOM** icon, or Document tools › **Edit with VISDOM** |
| Edit in Word Online | Document tools › **Connect OneDrive** (first time) › **Edit in Word** |
| See who is editing now | **In a joint process** tag under the file name |
| Set COE sidebars and invitation rules | Administration › **Application Settings** › **Collaborative Online Editor** › **Save changes** |