Content Manager 24.4 Office Online Integration Help

# Office online integration overview

When Microsoft Office online applications (Word, Excel and Powerpoint) are integrated with Content Manager, you can:

- Register a document in Content Manager by creating a new record linked to this document - see Checking in new document.

- Check the existing document into the linked record - see Checking in an existing Content Manager record.

- Make Content Manager documents final - see Checking in Office online documents.
- Link to the record in the Content Manager Web Client - see Pasting the record details.
- Add the record to favorite - see Sending records to favorites or tray.
- View the record properties - see Viewing record properties.
- Request sharing of a record already checked out by another user - see Sharing a record.
- Open a record from Content Manager - see Opening a record in Content Manager.

- Inserting content from Content Manager Records into current document - see Inserting a picture, Inserting a text, and Inserting an object.

- Set the locale for date, time zone and language - see Setting locale.

## Support in OneDrive local and web

The integration works no matter how the file is opened from OneDrive, including the following:

- OneDrive Web Site,
- locally synced OneDrive files,
- open from OneDrive in desktop Office application, or
- document stored in SharePoint document library.

## Supported Office applications

The following are the only Office applications supported by this integration:

- Word
- Excel
- PowerPoint

For details about the integration requirements, refer Content Manager Zero foot print Office add-in section in Content Manager Specifications and Limitations document.

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Version 24.4 | Last updated July 2023
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Product: Content Manager 24.4

Topic Title: Office online integration overview