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Editing Microsoft Office Documents

If an administrator has installed and configured an Office Online Server and the Laserfiche Document Co-Authoring Host for Microsoft Office, users will be able to edit Microsoft Office documents within the app and simultaneously.

Important: If this feature is enabled and multiple users are editing a document, auditing and version control will not be able to correctly assign edits to specific users. If you have a restrictive auditing policy, you should not enable this option and continue to use the Check-In/Check-Out feature to edit electronic documents for editing.

To edit a Microsoft Office document (Word, Excel, and PowerPoint.)

Navigate to and open the document.
Once open, press Edit in Browser at the top of the page.
Office Online will open the document for editing. Make your desired changes.
In the app bar at the bottom, you can:
- Press the Save Offline Copy button to save a copy of the document offline.
- Press the More Options button to switch views (read-only), share, rename, or start a process on the document. You can also use the Open In option to open the document in another application.
When finished, press the X in the top left corner to close the document. You changes will be automatically saved.

Note: Phones with low resolution will not allow you to edit the Office document.

Note: Editing the Office document's metadata is not currently supported when using the Office Online Server to edit an Office document in the app.

For further help or feedback, please see the Laserfiche Support Site.