Edit documents online with Office 365

When Document is integrated with Microsoft Office, you can edit a document online with Office 365 without having to check out the document or go through the review process.

Documents that have been edited in Office must be published as a new revision or new version for the changes to be visible in Document. If document version control is enabled for the project, you can publish a new revision or version. If version control is not enabled, you publish a new revision

The Office online changes column in the Documents register lets you quickly see whether a document has changes awaiting publishing. You can add the column to the register by clicking Manage columns and adding the column to the selected columns.

Edit Office documents online

Summary: Edit a document in Office 365 to take advantage of the Office collaboration and editing tools.

Considerations: Document must be integrated with Office. The document must be in an Office format.

  1. From the Documents register, select a document.

  2. Expand the Actions menu, and then select Open in Office online. The document opens in Office 365.

  3. Edit the document as needed, and then save and close the document when you are finished. The Documents register Office online changes column shows the document as Awaiting Publishing.

  4. Open the document from the Documents register and then go to the Details page. A message shows, indicating that changes have been made to the view file in another application.

  5. Publish the changes to Document.

    • If document version control is enabled in your project, click Publish changes, and then select Publish as new Version.

    • If document version control is not enabled in your project, click Publish changes, and then select Publish as new Revision.

    The message no longer shows on the Details page, and the Documents register shows the document as Published in the Office online changes column.