Edit an Unmanaged Document

You can edit unmanaged documents from project records within PIM. When you edit unmanaged documents, the files are opened from the mapped network location, and any edits are saved back to the network location.

To edit an unmanaged document:

  1. Navigate to the project.
    You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
  2. Click the Documents tab.
  3. Find the unmanaged document that you want to edit, and then click the file type icon displayed in the Title column to open the document in the default application.
  4. After you finish editing the document, save and close the file.