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  • Opening a Document In Microsoft Office Online

Opening a Document In Microsoft Office Online

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Actionstep's online Office Integration allows users to access Word, Excel, and Powerpoint files stored in Actionstep from Office's cloud-based versions of the Office Suite. This functionality is designed to make editing and collaborating on Actionstep documents even easier. 

In this article, we will show you how to use it. 

 

 

Opening a document in Microsoft Office 

From the matter document screen, select a Word, Excel, or Powerpoint file. You will then have the option to select "Open in Office Online" which will launch the document in Office 365 online. 

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When the user is done making changes to the document they can close the browser tab. The document will save automatically back into Actionstep. 

 

Understanding Locked Documents 

Once 'Open in Office Online' is selected a blobid0.png icon will appear next to the document. This indicates that the document is locked for editing. 

 

Viewing Locked Documents that you are currently editing

 

If the user who is currently editing the document navigates back to the document screen without closing Office Online they will see three different options when the document is selected. 

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Re-Open in Office Online

This will open the document a new tab in the appropriate program depending on the file (Word Online, Excel Online, PowerPoint Online).
Check-in

This will save any changes that have been made to the document and effectively cancel the edit option. 
Cancel Checkout

This will force the checkout to be removed but will not save beforehand. Changes are saved as close to real-time as possible so there should not be any data loss by using this option, but we would recommend using the Check-in option instead if you would like to maintain any changes made to the document 

 

 

Viewing Locked documents that another user is currently editing

 

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If you select a document being edited by another user you will see a single option 

Co-edit in Office Online will open the document and allow both users to make changes. While more than one user is editing changes will be viewable by both parties at once. 

 

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