Introduction to Office Integration

 

Integrating with Microsoft Office lets you work with Office documents with InEight Document. You can open Office applications directly from the Documents register to conduct a collaborative edit without having to go through a review workflow. The resulting document is a new revision or version.

If the document requires a review, you can launch an external review workflow. All actions related to the document completed in the relevant Office application are then saved back into the Document system without the need to download and re-upload the document through the web interface.

Features	Benefits
All MS Office format project documents are accessible within the integration tool while retaining all InEight Document formatting, custom fields and attributes including document number, revision, discipline, and status.	Eliminates the need to use two different systems. The user automatically inherits a personal archive of all InEight documents and can make changes to Microsoft Office documents.
Use of Microsoft Office to view, upload and creating new revisions of InEight Documents.	Familiarity with Microsoft Office minimizes need for additional training.
Check out the InEight document while editing it in Microsoft Office.	Prevents other users from making any changes to the document.
Edit in Office 365	Edit Office documents online without having to check them out or go through the review process.