ONLINE > Settings > Document Editors

Document Editors

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Workplace Online > Settings > Document Editors

This page allows you to set your preferences for editing documents you access from Workplace OnlineWorkplace Online is the web portal that users within a team can use to access their data and administer their team..

Edit Online

Online editing allows you to create and edit documents entirely within Workplace"Workplace" describes the Autotask Workplace service in its entirety. Online by leveraging Google Docs and/or Microsoft Office 365.

The availability of specific document editors depends on the policy profile assigned to you by your administrator. Refer to Policy Profiles.

Microsoft Word, Excel or PowerPoint documents can be created, opened, and edited without installing those Microsoft Office applications. Online editing also allows different users to work on the same documents simultaneously.

Legacy Microsoft Office formats from 1997-2004 (.doc, .xls, .ppt) are not supported for online editing in Workplace. Only current (.docx, .xlsx, and .pptx) formats are supported.

To take advantage of online editing, you will need a Google account or a Microsoft Office 365 commercial or business account. Home or personal accounts are not supported.

For more information on online editing, please refer to Create and Edit Documents Online.

Editing online with Office 365, if it is enabled for you, does not require configuration on this page, but you can set it as your default choice here.

Edit Locally

You can also edit documents locally with an application installed on your device, if you prefer. For more information, please refer to Edit Documents Locally via Workplace Online.

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