Create Microsoft Office documents in Webcare and edit Microsoft Documents (without having to delete the old document and upload a new one).
Prerequisites
- The host machine (i.e. desktop, notebook, etc.) must have Internet Explorer (not Microsoft Edge), and NOT Firefox, Safari, Google Chrome etc, and,
- Webcare needs to be added as a trusted site.
Steps to edit documents within Webcare
To edit a document in Webcare follow these five steps:
- Ensure you are using Microsoft Edge
in Internet Explorer Mode
.
If unsure, find out how to do this here.
You will also need to ensure Webcare is added as a trusted site. - It is important to check Sign me in automatically during log-in.
- Click on the document you would like to edit (in the Client/Staff/Facility Documents section).
- This will bring up an option to open the document Read Only or to Edit the document. Select Edit and click OK. This will only work if the document is a Word Document.
- Clicking OK will open the document in Microsoft Word. Once you have made your desired changes, the document will automatically be updated online.
Steps to Create Microsoft Documents in Webcare
To create a document in Webcare follow these five steps:
- Ensure you are using Microsoft Edge
If unsure, find out how to do this here.
You will also need to ensure Webcare is added as a trusted site. - It is important to check Sign me in automatically during log-in.
- Click on the Documents of the client, staff or facility section you want to create the document for.
- Click on the Actions button, then select Open with Windows Explorer.
- This will open a folder on your computer containing all the documents from this Client (or Staff, Facility). Click New, then select Microsoft Word Document.
- A New Microsoft Word Document will be added to the folder, edit the Document name to what you require. (In this example we are leaving it as New Microsoft Word Document)
- This document will now be in Webcare in the section you uploaded it to. Here I have saved my document as New Microsoft Document, you will see it has saved with !NEW next to it.
- Click on your document name and this will open up your document, then just start typing.