You can edit a document in the Word editor or the Web editor.
The Word editor is for .docx documents you have uploaded and automated on Josef. Whereas the Web editor is for documents you have built from scratch on Josef.
To edit a document,
- Open your bot via the Dashboard,
- In Flowchart or List view, select the relevant document message,
- In the Edit message sidebar, click Edit document. This will then take you to either the Word or Web editor.
To learn how to edit a document in the Word editor, visit this article. It covers how to make edits within the Word editor itself, and how to export documents, edit them in Microsoft Word, and then re-upload them to Josef, all without losing any automations.
To learn how to use the Web editor, visit this article.
Got a question? Contact us at firstname.lastname@example.org.