How do I edit documents with WorkBench?

<p> The WorkBench editing tool enables direct editing of documents that have already been saved in PaperOffice. </p> <p> In this way, the <u> order of the document pages can be changed </u>, <u> several different documents can be merged </u> and new ones can be created from <u> individual pages of existing documents </u>. </p>

<p> <b> Input and output area in WorkBench </b> </p> <p> The input area (upper half of WorkBench) is used to separate your added document into individual pages or, if you want to create a new one based on several existing ones, to display them at the top. </p>

<p> Drag and drop individual document pages that you want to save, send or version later as a new document into the output area (lower half of WorkBench) in the appropriate order. All pages can be edited here as well as in the input area. </p> <p> Pages from different documents can be linked with one another without any problems. </p>

<p> <b> Edit document with WorkBench </b> </p> <p> If you edit the original document and then want to save it in PaperOffice versioned, select the option in the context menu of your document list with the label "Edit document with WorkBench". Further instructions for the context menu of the document list can be found <a target="blank" href="https://portal.paperoffice.ai/paperoffice/en/kb/paperoffice-classic-dms/wie_kann_ich_mein_dokument_bearbeiten_weiterleiten_oder_oeffnen_was_bedeutet_das_kontext_menu_der_dokumentliste"> <u>here</u> </a>. </p>

<img src = "https://api.paperoffice.ai/latest/knowledge/image/15/51808809d2eec9f9f5d61d0102466a3c6a1a06fc886b77158ce2eeb9e1046596" alt = "Edit document with WorkBench"> <p> Please note that the original document, which was saved in PaperOffice, will be edited. </p> <p> In the upper half of the WorkBench module, the document pages that you added as an original or as a copy are shown separately. </p> <p> To edit these or simply to change the order, you simply have to drag the pages with the left mouse button into the lower WorkBench half with the label "Drag document pages here". </p> <p class="po-kb-video-link"><a href="https://download.paperoffice.com/kb-video/workbench_draganddrop.mp4" target="_blank" rel="noopener noreferrer">Watch the video</a></p>

<p> <b> Edit individual pages </b> </p> <p> Move the left mouse button over the page that you want to edit - the individual buttons are displayed in the header area of ​​the document page. </p> <img src = "https://api.paperoffice.ai/latest/knowledge/image/15/f0436407c3e745aaf964b0daef831853c76a20eae1ec977514dcd1ac4e40e3e8" alt = "Edit individual functions of the document page">

<p> <u> Edit page </u>: Clicking on the entry enables the document page to be edited thanks to any graphics program such as Paint. In the next step, you can select a program of your choice in the selection dialog to edit the page. </p> <p> <u> Rotate 90 ° </u>: Each click on the corresponding button rotates the document page 90 degrees clockwise. However, you should note that the landscape format should not be mixed with the portrait format. </p> <p> <u> Zoom </u>: Left-clicking on the entry opens the document page in a new window. </p> <p> <u> Delete this page </u>: Left-clicking on the entry deletes the page from the compilation. </p> <hr> <p> <b> Add a document page from another document </b> </p> <p> You can easily combine pages of different documents by moving the WorkBench window to a separate monitor or minimizing it for the time being, then calling up the context menu of the required document and clicking on "Add document copy to WorkBench". </p> <img src = "https://api.paperoffice.ai/latest/knowledge/image/15/3364a31bd85eea27fe63fd9f1e626e5a87c03af286624fc89ad211b6cb19aab8" alt = "Edit individual functions of the document page">

<p> The pages of the selected document are also added to the upper WorkBench area, where you can easily drag them down to the output area with the left mouse button. </p>

<p> <b> Actions after editing </b> </p> <p> After you have edited your document pages, you can do the following: </p> <img src = "https://api.paperoffice.ai/latest/knowledge/image/15/36f4947fb9c7940e621b5bfb7027ceddeaeb9487a5025239e42b472f9c17f351" alt = "Actions WorkBench Original after processing">

<p> <u> Save changes </u> (appears ONLY if you originally selected Edit the document (original) with WorkBench: The changed document is versioned in an audit-proof manner. </p>

<p> <u> Save as new PDF document </u>: The compilation (output area) is combined as a PDF document and saved as a new document. </p>

<p> <u> Print </u>: The compilation (output area) is summarized as a PDF document and displayed for printing or saving. </p>

<p> <u> Export as PDF and save as ... </u>: The compilation (output area) is summarized as a PDF document and saved after confirming in the storage path. </p>