Creating and Editing Documents with Microsoft Office 365

You can use Office 365™ to create and edit text documents, spreadsheets, or presentations for storage in the Documents and Media library. When you finish your Office 365™ editing session, you must check in the document to save the changes in the Documents and Media library.

Before starting, you must first connect your DXP installation with Microsoft Office 365™.

Authentication

The first time you create or edit a Documents and Media file via Office 365™, you must authenticate with your Microsoft account. This links OneDrive™ to your DXP account, so you only do this once.

To unlink your account,

1. Click on your profile → Account Settings.

2. On the General tab, click Apps.

3. Click Revoke next to OneDrive™.

   

OneDrive™ is unlinked.

Creating Files

1. Open the Site Menu (), click your site’s name, and navigate to Content & Data → Documents and Media.

2. Click Add () and select the type of Office 365™ document to add to the Document Library:

   • Word™
   • Excel™
   • PowerPoint™

   When you select one of these options, a new window opens for you to enter the document’s name.

   

3. Enter the document’s name in the Title field, and click Save. When you click Save, DXP creates a temporary Documents and Media file and links it to the new Office 365™ file. Your browser then opens a new window with that Office 365™ file so you can create its content.

   

4. Use the Office 365™ editor to create your document’s content.

5. Save or discard your changes to DXP:

   Check in: Saves the Office 365™ file to Documents and Media, then deletes the file from Office 365™. The saved file’s format depends on the document type you selected in step two above.

   • Word: Microsoft Word™ (.docx)
   • PowerPoint: Microsoft PowerPoint™ (.pptx)
   • Excel: Microsoft Excel™ (.xlsx)

   Cancel Checkout: Deletes the Office 365™ file, discarding any changes.

Editing Files

You can use Office 365™ to edit the following types of Documents and Media files:

• Text files (.doc, .docx, .docm, .dot, .dotx, .dotm, .html, .txt, .rtf, .odt)
• Presentation files (.ppt, .pptx, .pptm, .pps, .ppsx, .ppsm, .pot, .potx, .potm)
• Spreadsheet files (.xls, .xlsx, .xlsm, .xlt, .xltx, .xltm, .ods, .csv, .tsv, .txt, .tab)

To edit a Documents and Media file in Office 365™,

1. Navigate to the file in the Documents and Media Library.

2. Click Actions () for the file you want to edit and select Edit in Office 365. This automatically checks out the file, transfers its content to a new Office 365™ file, and redirects you to that file Office 365™.

3. Edit the file in Office 365™. The editing process is exactly the same as described above for creating files.

   

Related Topics

• Enabling Document Creation and Editing with Microsoft Office 365
• Creating and Editing Documents with Google Drive