Editing files in netfiles directly with Microsoft Office
This feature is only available for netfiles Data Room Professional and Premium.
You can edit Office documents directly in netfiles either with your locally installed Microsoft Office software or online in the web browser with the integrated OnlyOffice application. This feature must be activated by a data room administrator. You can find instructions for administrators in this article. You must also have the access right “View, upload, download, delete and edit” (pen icon) on the corresponding documents.
Editing with locally installed Microsoft Office
Select an Office file from the “Documents” area and click on “Edit” in the right feature bar.
Please allow your office application to open files from netfiles in the following browser and operating system specific security dialog.
Now your Office application opens the document in the protected view. To be able to edit the document, click on “Activate editing” in the upper line.
The document is locked for other users in the data room while you are editing it. This is indicated by a “Working copy” marker.
You can edit and save the file back for two hours (2 h). As soon as you save the file, a new version is automatically saved to the data room.
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General
- Introduction to netfiles
- Creating a passkey for netfiles
- Logging into netfiles with a passkey
- Navigation in the data room
- List view, explorer view, icon view
- Login verification 2-factor authentication (Admin)
- Context menu
- Supported web browsers
- Authenticator App for login verification OTP (one-time password)
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Administration
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- Interfaces API access
- SFTP Passwordless authentication (Admin)
- SFTP – netfiles integration in Windows (Admin)
- SFTP Technical documentation (Admin)
- WebDAV/SFTP - Client programs (Admin)
- WebDAV - netfiles integration in Windows
- WebDAV Interface (Upgrade new interface)
- Microsoft Office - Editing on WebDAV network drive blocked
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Data Room Settings
- Appearance settings - logo & colors (Admin)
- Navigation / Features Settings (Admin)
- Documents Settings (Admin)
- Comments Settings (Admin)
- Preview & Watermark settings (Admin)
- User & Groups settings (Admin)
- Emails & Notifications settings (Admin)
- Password settings (Admin)
- Login settings (Admin)
- Activity Logs settings (Admin)
- Indexing settings (Admin)
- Disclaimer settings (Admin)
- Sample disclaimer for the netfiles data room
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Users and Groups
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Documents
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- Send link internally
- External Data Transfer / Secure File Transfer – send
- Sent folder External file transfer
- Activity log External Data Transfer (secure file transfer)
- Sending download links with own e-mail program / external date transfer
- Receive file - External file transfer (secure file transfer)
- Automatic notifications of changes
- Automatic notification of changes (Admin)
- Upload
- Upload ZIP archives
- Download
- Folders
- Comments settings (Admin)
- Comments on folders and files
- Rename folder description and folder
- New document
- Document preview
- Document preview - supported file formats
- CAD Viewer / document preview
- Redact PDF files
- Create private annotations (comments) to files
- Create shared annotations (comments) to files
- Mark unread documents
- Document description
- Copying and moving folders or files
- Create link
- Delete / Trash
- Delete files / Trash (Admin)
- Filter function
- Favorites
- Lists - new, modified, unread, expired and to be approved documents
- Personal labels
- Group labels
- Encrypt PDF files for download (Admin)
- Versioning of documents
- Document approval / release workflow (Admin)
- Open XLSX files in navigable preview
- Setup editing Office documents online with OnlyOffice (Admin)
- Editing Office documents online in netfiles with OnlyOffice
- Editing Office documents together online with Only Office
- Setup editing Office documents directly from netfiles with Microsoft Office (Admin)
- Editing files in netfiles directly with Microsoft Office
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FAQ
- How can I change the data room name / project name? (Admin)
- Tips and information on security settings in netfiles
- How can I check which documents users/user groups have access to? (Admin)
- How can I control which other users can see a user in the data room? (Admin)
- How can I restrict user access or data room access in terms of time? (Admin)
- Who can see the recycle bin and with what content?
- Why does the document preview not display a document?
- How do I ensure that users do not see each other? (Admin)
- How can I restrict user access or data room access in terms of time? (Admin)
- How can I restrict a user's access to two or more subfolders? (Admin)
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netfiles Data Vault
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netfiles Enterprise Data Room Premium


