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Modification of office documents can be performed without downloading onto the local computer.

Editing Documents Using Microsoft Office

If you want to edit documents in Microsoft Office, you should have it installed on your machine. This feature requires Microsoft Office 2003 or higher.

Important! Editing can be done only via Internet Explorer and Mozilla Firefox. Other browsers will not enable the Edit in MS Office menu point in the document library or the similar button in the document detail page. So when using a browser other than IE or Firefox, you will need to download the file.

For Microsoft Word, Microsoft Excel, Microsoft PowerPoint documents, just click the document name. Click Edit in MS Office menu point in the document library:

  • Internet Explorer:

    Click OK in the warning window:

  • Mozilla Firefox:

    To edit documents in Firefox, there is an extension that needs to be installed.

    When you first want to open a document in MS Office, you will need to click the Install extension option:

    Enter the user’s login and password to the intranet to obtain access to the document:

The MS Office application needed will automatically launch.

Edit the document. Save and close the application. The changes will be saved in the document library and the previous version will appear in the Change History section.


While the document is open and being editing, it will be block from editing by other users. The user editing the document will be displayed in the document library:

After saving the changes, the document is automatically unblocked.

Editing Documents via external services (Google Docs, MS Office Web Apps)

You can work with documents in Bitrix24 without an office suite. Thanks to integration with Google Docs and MS Office Web Apps, you can open, view, and collaborate on documents stored in your Bitrix24 portal via your Google and Microsoft (Live ID) account.

When you click on a document link in your personal library, a group library, the Shared Documents library, or in the Activity Stream, you get a pop-up window with a preview of the document.

Click to Enlarge

This window allows you to save the file on a disk, open it for editing using Google Docs or MS Office Web Apps, view the file, or go to the next file using the slider.

Choose a service for editing, and put in your account information for that service.

Sign in Microsoft Sign in Google

If you do not have an account, you’ll need to create one.

Next you will be asked to allow the application to perform the operations related to editing documents:

Microsoft permissions Google permissions

Note: the next time you use this service for editing documents from Bitrix24, the sign-in process will be omitted – the login data you enter the first time will be used automatically.

Allow access and use the service of your choice to continue working with documents.

Click to Enlarge

After you close the window in the service (after making any changes you wanted to), Bitrix24 will ask whether or not you want to save the changes.

Click to Enlarge

Settings

The Settings -> Intranet Settings page now allows/disallows all intranet users to use external tools to work with documents in this manner.

Intranet settings

If you choose “Allow individual users and groups to activate document editing via external services”, then the users themselves will have the choice of using external services in individual document libraries – both their personal libraries and group libraries. A separate settings point in the document library will appear (as below).

Settings button

Document library parameters



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