Activate Microsoft Office review integration

Before you can collaborate in Microsoft Office 365, you must activate the Microsoft Office integration for the project. After the integration is complete, anyone in the company can collaborate in Office.

To enable the feature, you must raise a request with the Project Delivery team.

Step by Step — Activate Microsoft Office review integration

Summary: Activate the Microsoft Office review integration so that contacts in your company can send documents in a workflow to an external review in Office 365.

Considerations: The company must have Microsoft Office 365 available. You must create a service account in the Office 365 space to ensure that any access requests made by users are centralized through that account. The person setting up the account must be an administrator or relevant user for the company that is enabling the integration. The integration relies on that company's Microsoft Office 365 subscription.

This task is performed only one time per project for the company.

Quick steps:

  1. Click Activate link under Activate Microsoft Office review integration on the Companies > External Integrations page. The Microsoft permissions page for your organization opens.

  2. Sign in to the Office 365 account using the credentials for the service account. This account should not be a personal account, and the project administrator should not provide details for another company. A message is sent if you try to use the same credentials as your own account.

  3. Click the Accept button to gain the required permissions.

    A success message indicating the company on the project has been linked to Microsoft Office integration opens in a new window.

  4. Close the success message window.

What's next: Contacts in your company can send documents to Office 365 for external review. The link in External Integrations page is changed to Remove link. If you no longer want the integration with Office 365, click Remove link.