Here is a method I use:

Place a file in Dropbox - we'll call it 'regionalsales'. Created the file on a PC and have not opened on iPad - yet)

On iPad select the file from the Dropbox app and then select the Open In icon in the upper right corner.

Choose the app you want to use for editing. To make things easier, app should be able to link to Dropbox (I use QuickOffice - Dropbox appears as a drive/folder directly beneath my local drive/folder)

The file will then open in your editor.

Edit the file and then save the changes to Dropbox drive/folder which you have linked to the editing app (using QuickOffice the file can be saved in any Dropbox folder).

If you are using an editor app that links to Dropbox, you will only have to open from the Dropbox app the first time you edit the file. From then on, the file can be accessed directly from the editor.

I'm sure there are other ways to use Dropbox/GoogleDrive/iCloud to accomplish your goal, but this is the easiest I know of. The only caveat is that you need an app that will (1) edit the type of file you are creating and (2) link to Dropbox.

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