Welcome to
Help Desk

Product Updates
Training
Support
Ideas Contact Support

Edit and Create Egnyte Files Using Microsoft Office Online

Follow

The powerful integration of Egnyte and Microsoft Office Online enables a seamless user collaboration experience. This article covers how to use the Office Online integration, but you can also use Egnyte for Office from your mobile device (iOS, Android, and Windows).

In addition, Egnyte's support for Office Online's co-authoring capability enables multiple users to edit the same document simultaneously while viewing changes made by others in real-time. 

Microsoft Office 365 Licensing Requirements

Users must have a valid Microsoft Office 365 for Business subscription to edit files. More information on Business licensing is available here.

Skip Ahead to...

Create a New Microsoft Office File

Open and Edit an Office File

Additional Information
 

Create a New Microsoft Office File

User can create a new Microsoft Office File (Word, Excel, or PowerPoint) directly from Egnyte Web UI in just a few easy steps.

  • Navigate to Egnyte WebUI
  • Click on the + Create drop-down
  • Select the type of file to create – for example Word Online Document
  • Alternatively, if the user intends to create the document from the template
    • Navigate to the sub-menu by hovering on > and Select From Template from the dropdown
    • Select the specific template from the subsequent dropdown.

Navigate to your Egnyte WebUI, click on the + Create drop-down, and select the type of file you'd like to create – for example Word Online Document. Alternatively, if you intend to create the document from the template, navigate to the sub-menu by hovering on > and then select From Template from the dropdown and finally select the specific template from the subsequent dropdown.

Creating Documents from a Specific Folder:

Integration_Co-Editing_Edit_Office_Online_3.png

Creating Documents from the Home Dashboard:

Integration_Co-Editing_Edit_Office_Online_5.png

The option to create documents will not be available if MS Office integration is not enabled for the domain/user.

When creating a new Microsoft Office file from the WebUI, users will see a pop-up. The pop-up offers options to rename the document, modify the file's Location, and enable Draft mode.

Integration_Co-Editing_Edit_Office_Online_4.png

After clicking Save, the user will be taken to a new tab to start working on the new file. All changes are automatically saved within Egnyte.

blobid2.png

The default location for the documents created from the home dashboard will be Private/User’s Private Folder Name/Quick Created Files/YYYY, where YYYY is the year in which the document is created.

For example, if the document is created on 15th December 2022 and the user’s private folder name is myprivatefolder, then the default location will be Private/myprivatefolder/Quick Created Files/2022.

This will help the user structure the documents created from the home dashboard for easy management.

This folder will get created in the user’s private folder when the user clicks on the Create menu from the home dashboard.

Creating Documents from a Template

If you are creating the document from the template, you will be prompted to enter the name for the new document to be created and then the document created will be opened in the new tab for editing and collaboration. All changes are automatically saved within Egnyte.

If the document is in a format which is not supported for co-editing, the document created from the template will not open for editing. In such a case, if the user is creating the document from the home dashboard, the user will get an option to either preview the file or navigate to the folder where the document is created as shown below.

Integration_Co-Editing_Edit_Office_Online_7.png

However, if the user is creating the document from within a folder, the user will get a confirmation notification as shown below.

Integration_Co-Editing_Edit_Office_Online_6.png

Open and Edit an Office File

To open a file in Office Online, right-click on the file (or click the checkbox next to a file), hover over Open In..., and choose Edit in Word Online.

webui_redesign_coedit_open_with.png

You may need to log in using your Office 365 account periodically to verify your subscription is active. Once you've done that, you should see your file is ready for editing.

Screen_Shot_2019-01-08_at_3.30.24_PM.pngTo edit the file, simply make the desired changes to the file. Any changes are automatically saved to Egnyte as they are made. 
 

Additional Information

Supported File Types

The user may notice some Microsoft Office files have an Edit option while others may only have a View option. This is because Microsoft Office Online only supports their newer file formats (e.g., docx, pptx, xlsx) for editing in Office Online. Others are supported in a view-only mode. A list of supported extensions is available here.

Other Notes

  • Office Online has a more limited feature set than the installed version of Office. Many special features like forms, advanced document elements, and such can result in an error message prompting you to use read-only mode.
  • Microsoft imposes API size limits for Office Online files. API limitations are imposed equally on all of Microsoft's partners. Egnyte's own API is not limited by these constraints; it will automatically allow larger files to work with Microsoft applications when Microsoft removes or reduces their limitations. Refer to this helpdesk article for the specific limits for the Office Online application.

 

Was this article helpful?
0 out of 1 found this helpful

For technical assistance, please contact us.