---
title: "Online Document Editing"
slug: "online-document-editing-1"
updated: 2024-01-29T19:06:33Z
published: 2024-01-29T19:06:33Z
canonical: "wiki.cobblestonesoftware.com/online-document-editing-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

### **Online Document Editing**

**Online Document Editing on a Record**

**Online Document Editing** is a feature that enables users to create a new Web Document or edit a File/Attachment directly from a record in CobbleStone®. The options for document editing are similar to other word processing tools with the ability to insert clauses found in the Clause Library.

When adding a new web document, navigate to the Files/Attachments subtable, then click **Add Web Document**.

![Add Web Document](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Add%20Web%20Document.png)

When editing a previously attached document, navigate to the desired record, then to the Files/Attachments subtable, and click the **pencil and paper icon**.

![Click Pencil and Paper icon](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Pencil%20and%20Paper%20Icon.png)

Upon loading a document, a new disclosure message will appear. Users will be required to click **continue** before proceeding to the Online Document Editor.

![Click Continue before Online Document Editor is useable](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/10(1).png)

Upon saving, the document is auto-attached to the new record as a new version.

Users have a plethora of processing and document editing tools to their disposal. Below are all editing ribbons available to users when editing a document online.

![Editing Ribbons](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/online-document-editing-image-81d3mo9n.png)

**Check In/Check Out Online Document Editing**

A new configuration setting has been added to allow Check In and Check Out functionality for Online Document Editing. If set to false, **ALL** files will be checked back in.

![Configuration Setting](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1667492563173.png)

**NOTE:** The file formatting and content may not be fully viewable and may be lost, including images, content, comments, etc. while using the Online Editor tool and the user should **check the file and review its content** in the file's native format.