Integrated Office Viewer - EDM Services - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

EDM Services
Platform
OnBase
Product
EDM Services
Release
Foundation 22.1
License
Standard
Essential
Premier

The OnBase Integrated Office Viewer allows you to view Microsoft Word, Excel, and PowerPoint documents from OnBase. Document Types configured with the EDM Services module can also be edited using the Integrated Office Viewer. Edited documents are either saved as revisions or overwritten, depending on the Document Type configuration.

You can edit Microsoft Word, Excel, and PowerPoint documents in the OnBase Integrated Office Viewer if you have the following:

  • A document using a .docx, .xlsx, or .pptx file format

  • The OnBase Integrated Office Viewer is integrated with the Microsoft Office Online Server or Office for the web

  • An EDM Services license

Note:

If editing Microsoft Word, Excel, or PowerPoint documents is not available, ensure the Allow Persistent Check Out option is selected for all Document Types configured for revisions or overwrites. See your system administrator for more information about configuring Document Types that can be edited in the OnBase Integrated Office Viewer.

To edit documents in the OnBase Integrated Office Viewer:

  1. Open a Microsoft Office document. The OnBase Integrated Office Viewer is displayed.
    Note:

    If you are using Microsoft Office for the web, you may experience a file size error when attempting to view or edit a large document in the OnBase Integrated Office Viewer. The file size limit for Microsoft Office for the web applications is imposed by Microsoft. For more information, see the Integrated Office Viewer documentation.

  2. Click the Edit in Browser button in the OnBase Integrated Office Viewer toolbar.

    A new browser window is displayed with the document available to edit.

    Note:

    The Edit in Browser button is not available if you do not have an EDM Services license or if your Document Type is configured to save changes as a new document. See your system administrator for more information.

  3. Edit the document as needed.
    Note:

    If you are using Microsoft Office for the web, you may experience a file size error when attempting to view or edit a large document in the OnBase Integrated Office Viewer. The file size limit for Microsoft Office for the web applications is imposed by Microsoft. For more information, see the Integrated Office Viewer documentation.

  4. Enter a revision comment in the Revision Comment field at the top of the window, if needed, if your Document Type is configured for revisions.
  5. Click Update.
  6. Close the browser window once editing is complete. Your changes are automatically saved as a revision or an overwrite depending on your Document Type configuration.