Workplace Online > Settings > Document Editors
Online editing allows you to create and edit documents entirely within Workplace OnlineWorkplace Online is the web portal that users within a team can use to access their data and administer their team. by leveraging Google Docs, Microsoft Office 365, or Microsoft OneDrive.
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.
To take advantage of online editing, you will need a Google, Microsoft Office 365 or Microsoft OneDrive account.
In order for the Microsoft Office 365 Integration to function, a Sharepoint license must be provisioned to the account using the integration and the Sharepoint ("OneDrive") tab of the Microsoft Office 365 service must be accessed once to activate the storage. This is used as a temporary storage location while editing documents.
There are file type limitations when you use some online document editors:
- Go to the Document Editors page:
- Locate the desired service to enable and click Connect.
- Follow the on-screen instructions to connect to your document editor account.
Once complete, your Workplace and document editor accounts will be connected and online editing will be enabled. When you open a document for online editing, a new browser window will open and you will be able to edit the document in your preferred document editor.
To (optionally) set a document editor as the default, select the Use as default editor check box for the corresponding editor.
If you do not select a default document editor, you will be prompted to select a document editor whenever you open a file via Workplace Online.
By default, Enterprise users cannot configure their own document editor accounts. Your administrator must either configure document editor accounts on your behalf, or enable the Allow Self ConfigurationConfiguration is the area within Autotask Workplace Online that allows you to customize your site, add your integrations, and configure the site-wide policies that dictate how Autotask Workplace will behave for your team. policy, which allows users to configure their desired cloud service accounts for themselves.
For more information, refer to the Online Editing Policies section of Select Policies.
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