Enabling Microsoft OneDrive for Use with Actionstep

You can open and edit Microsoft documents while viewing them in Actionstep. This opens the document in your desktop version of Microsoft 365.

When using OneDrive to edit Word documents, Excel spreadsheets, or PowerPoint presentations, the file is checked out to the user who is editing it, which means no other users are able to access the file. Once editing is complete, the user can manually check the file back in, or you can have Actionstep automatically check the file in 5 minutes after the user has closed it. 

You can enable this functionality on your user profile settings.

Before you begin:

• An admin user must first enable OneDrive for use within your system. They can do this by going to Admin > General settings and in the Feature preview section, finding and toggling the following options to on:
  • Document editing via OneDrive (Office 365) - recommended for Mac users
  • OneDrive Auto Check-in

To set up OneDrive to use in Actionstep:

1. In Practice Management, click your profile link in the global toolbar.
   The My Profile page appears.
2. In the Microsoft OneDrive section, click Connect. A Microsoft sign-in page appears.
3. Complete the onscreen prompt to complete the sign-in/connection process.
   
   Once the process is complete, you will be returned to the My Profile page.
   
4. Click Save to save your changes.