Use our one-click integration to connect your Office 365 subscription easily to Case.one.
You can open, edit, and save Word and Excel files directly in Case.one. Once saved, the document is automatically saved to the case you are working on. Even if more than one person is working on a document, all versions are preserved. Easily create Word templates for document automation and efficiency.
- From the main navigation menu on the left click on ADMINISTRATION.
- Select the Applications item.
- In the Integration block, click the Enable button next to the Microsoft Office 365 line.
- To disable integration, click on the Disable button.