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.