Many of our clients ask us if there is a way to collaboratively edit Microsoft Office documents in Microsoft Office 365. The Office 365 integration is available by default for Laserfiche Cloud customers. In this month’s article, we will explore how to use the Laserfiche integration with Microsoft Office 365.
Note: An Office 365 ProPlus subscription or higher is required to use this integration with Laserfiche Cloud.
Launch the Repository
1. Click on the app Picker or grid icon at the top-right of the screen and click on Documents, under the Repository section. Note: You might have bookmarked this link already and may not need this step.
2. Find an Office document to edit within the repository. You have a couple of ways to edit the file.
a. If the document is already open in the Laserfiche document viewer tab, you can choose the Edit With option.
b. If the document is not open, you can right-click on the name of the Office document and choose Open>Microsoft ___ Online from the list.
3. You may see a pop-up message regarding a commercial Office 365 subscription. Assuming you have an Office Online (aka Office 365) account, just use your current email and password to log in.
Note: You may get a two-factor authentication pop-up asking you to enter a code that was texted to your phone as I do. Enter the code, then press Verify.
4. Begin editing your document as normal.
a. At the top-left of the editor, you can change the document name by clicking on the drop-down next to the named document.
b. In the File Name box, you can rename the document. If you click on the folder links below in the Location box, you will be taken away from the open document (it is saved automatically) and into the Laserfiche repository folder, you had just clicked.
That concludes our look at editing Office documents with the Laserfiche integration with Microsoft Office 365 in Laserfiche Cloud.
If you have any questions regarding Laserfiche Shortcuts or wish to speak with a CDI professional team member, contact us at support@cdi.support.