Viewing and editing documents in Office 365

You can open docx and xlsx documents in Word and Excel Online, and edit them, saving changes directly to the system, by configuring integration with Office 365.

Please note that a paid subscription is required to edit documents in Office 365.

Viewing docx documents in Word Online

  1. Open the FILES section or the Documents tab in the case card.
  2. Opposite the name of the desired docx file, click on the "•••" icon and select the Open in Word Online item.

Note: The document you selected will open in a new tab.

Editing docx documents in Word Online

  1. Open the FILES section or the Documents tab in the case card.
  2. Opposite the name of the desired docx file, click on the "•••" icon and select the Open in Word Online item.
  3. To edit, select Edit in browser.

Note: All changes you make will be automatically saved in the document in the system.

Viewing xlsx documents in Excel Online

  1. Open the FILES section or the Documents tab in the case card.
  2. Opposite the name of the desired xlsx file, click on the "•••" icon and select the Open in Excel Online item.

Note: The document you selected will open in a new tab.

Editing an xlsx document in Excel Online

    1. Open the FILES section or the Documents tab in the case card.
    2. Opposite the name of the desired xlsx file, click on the "•••" icon and select the Open in Excel Online item.
    3. To edit, select Edit in browser.

    Note: All changes you make will be automatically saved in the document in the system.