Editing in Microsoft Office

Depending on your privileges and your system's settings, you may be able to edit Microsoft Office documents stored in ShareBase by opening them directly in Microsoft Office for the web. Microsoft Office for the web allows multiple people to work concurrently on a document and see each other's edits in real time.

If this feature is available in your deployment, then the Edit in Office option is available for documents with supported file formats. For information on supported file formats, see Supported File Formats for Editing in Microsoft Office.

Note:

The Edit in Office option is not available if you access a document using a mobile device or a shared link.

To edit in Microsoft Office:

  1. In ShareBase, open the document you want to edit.
  2. Click the Edit button in the action toolbar.
  3. Select Edit in Office.
    A new tab opens the document in Microsoft Office for the web.
  4. Sign in if prompted. You must use a Microsoft Office work or school account.
  5. Edit the document.
    You do not need to keep the document open in ShareBase while you are editing it in Microsoft Office.
  6. When you are finished editing, close the Microsoft Office tab in your browser.

    • If you are the only user currently editing the document, then the document is saved back to ShareBase as a new version.

    • If other users are still editing the document, the document is saved back to ShareBase when the last user closes the document in Microsoft Office.