Editing Documents - Integrated Office Viewer - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external - OnBase/Integrated-Office-Viewer/Foundation-24.1/Integrated-Office-Viewer/Usage/Using-the-Integrated-Office-Viewer/Editing-Documents - 2024-11-04 - You can edit Microsoft Word, Excel, and PowerPoint documents in the OnBase Integrated Office Viewer.

You can edit Microsoft Word, Excel, and PowerPoint documents in the OnBase Integrated Office Viewer.

Editing documents in the OnBase Integrated Office Viewer requires the following:

A document using a .docx, .xlsx, or .pptx file format (unless it is a document template)
The OnBase Integrated Office Viewer is integrated with the Microsoft Office Online Server or Office for the web
An EDM Services license

Data from Microsoft Office documents edited in the Integrated Office Viewer is transferred temporarily to the Microsoft 365 servers while editing. The data is not stored, and it is deleted when the editing session is completed. While editing, you are subject to the Microsoft terms of use and privacy policy.

Document templates in Unity Client and Web Client cannot be opened in the OnBase Integrated Office Viewer, even if they have the .docx or .xlsx file extensions. For information on document template usage, see the EDM Services documentation.

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:

Open a Microsoft Office document.
The OnBase Integrated Office Viewer is displayed.
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.
Edit the document as needed.

Note:
If the View button is clicked and the Edit button becomes unavailable, close the browser window and reopen it to re-enable editing.
If your Document Type is configured for revisions, enter a revision comment in the Revision Comment field at the top of the window, if needed.
Click Update.
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.