Setup editing Office documents directly from netfiles with Microsoft Office (Admin)
This feature is only available for netfiles Data Room Professional and Premium.
netfiles offers users the opportunity to edit Office documents directly from the data room without first downloading them, editing them locally, and then uploading them again. This feature must be activated by an administrator of the data room.
This article is for administrators who want to make these features available to their users. Instructions for users can be found here.
Activating the edit feature for the data room
To activate this feature, go to the data room settings (gear icon next to the data room name), navigate to “Documents” in the left-hand bar and enable the option “Allow creation and editing of Office documents”.
Editing with locally installed Microsoft Office or online with OnlyOffice
If the edit feature is enabled, users can choose whether they want to use their locally installed Microsoft Office or online OnlyOffice to edit documents in the data room.
Each user must activate the function for themselves by clicking on their name in the top right corner to open the user settings and selecting the “Options” tab on the left. Under “Files & Folders,” they must select “Edit files locally” to edit Office documents with Microsoft Office.
If users work with more complex Office documents and want the full range of features, Microsoft Office is the right choice. If they just have simple documents and changes, or don’t want to buy an Office license, OnlyOffice is a good option. In this case, the data stays safely on netfiles servers, and users don’t need to install any extra software.
Editing with Microsoft Office
Requirements and setup for direct editing with locally installed Microsoft Office software:
The following requirements must be met in order to edit Office files from netfiles with locally installed Microsoft Office software:
- Use of a computer with Windows 7 or newer or MacOS (version 10.12 or newer)
- Microsoft Office 2010 SP2 version or newer (Office 2013, Office 2016) must be installed
- Access rights “View, upload/download, modify, and delete” must be granted for the Office document in the data room
Supported file formats
The most important Microsoft Office file formats from Word, Excel, and PowerPoint (.doc, .docx, .xls, .xlsx, .ppt, .pptx) are supported.
Please note
It is possible that the edit feature may not work properly on your network. The feature is provided via the https-secured WebDAV protocol (port 443). There may be potential sources of error here:
- Local security proxies may alter or block WebDAV packets.
- Microsoft Office security settings may be configured to completely prohibit editing of ‘files from the Internet’.
- Microsoft SharePoint configuration may interfere with the function.
