This option will open the document in the desktop version of the Office product (Word, Excel or PowerPoint). The document can be altered as normal but changes to the document will not be saved to Actionstep until the alterations are finished. Changes will, however, be saved into your OneDrive account so the risk of loss of progress is very unlikely.
When a user opens the document, the document will show as 'Checked out' in Actionstep. This will prevent any other users from opening the same document. Once changes to the document have been finished the user must close the Office product and will at that stage be able to 'Check in' the document. This will save the document as it is currently saved in OneDrive to Actionstep.
How to set this up
You would need to access this feature in the Early Access group, this is located in Admin>General Settings>Feature Preview - enable this and early access group and you should be able to turn on "Document editing via one drive"
Once this is turned on, click on your profile name at the top.
You would need to connect to your one drive account.
Once all is connected, you should have the option to open a Office Documents via OneDrive.
- Setting up Actionstep's Outlook add-in for Office 365
- Installing the Office Plugin
- Using the Plugin-Outlook
- Opening a Document In Microsoft Office Online
- Using the Plugin - Word, Excel & PowerPoint