Actionstep's new online Office Integration allows users to access Word, Excel, and Powerpoint files stored in Actionstep from Office's cloud-based versions of the Office Suite. This functionality is designed to make editing and collaborating on Actionstep documents even easier.
Actionstep's Open in MS office feature is currently in feature preview. This means that it will need to be enabled prior to use.
Enterprise Admin>General>System Preferences
Practice Pro and Express Admin>General
From the Feature Preview section ensure that "Enable" and "Early Access Group" and then select "Mac Users: Office 365 Document Editing"
Opening a document in Microsoft Office
From the matter document screen, select a Word, Excel, or Powerpoint file. You will then have the option to select "Open in Office Online" which will launch the document in Office 365 online.
When the user is done making changes to the document they can close the browser tab. The document will save automatically back into Actionstep.
Once "Open in Office Online" is selected a icon will appear next to the document. This indicates that the document is locked for editing.
Viewing Locked Documents that you are currently editing
If the user who is currently editing the document navigates back to the document screen without closing Office Online they will see three different options when the document is selected.
Re-Open in Office Online will open a new tab containing the same document.
Cancel Checkout will force the checkout to be removed but will not save beforehand. Changes are saved as close to real time as possible so there should not be any data loss by using this option, but we would recommend using the Check-in option instead if you would like to maintain any changes made to the document
Viewing Locked documents that another user is currently editing
If you select a document being edited by another user you will see a single option
Co-edit in Office Online will open the document and allow both users to make changes. While more than one user is editing changes will be viewable by both parties at once.