Help Center

About Working with Microsoft and Google Documents

Actionstep lets you open and edit documents stored for a matter using the following integrations:

Note: In the past, Actionstep provided a Microsoft Office plug-in for editing and managing MS Office files. Because the plug-in relied on outdated technology that was no longer supported by Microsoft or Actionstep, in July 2026, users were notified that soon, the plug-in will officially be discontinued. Users were directed to use Office for the Web or OneDrive instead. Both options are described below, along with links to learn more.

If you used the Office plug-in and find you need additional functionality that isn't available in the solutions below, please submit a feedback request. See Viewing the Actionstep Roadmap to learn how.

 

Office for the Web 

What software is needed: Microsoft Office (Requires an Office 365 Business account)

Supported devices: PC, Mac

What to know: 

  • This option will open the document in Microsoft 365 (web-based version).
  • Changes that are made to document while it is open in the browser will be saved automatically.
  • Other users can see that the document has been opened by another Actionstep user and can edit the same document.
  • Changes made by both users will appear in real time and can be seen by each other.

Learn more: Opening Microsoft Documents Using Microsoft 365 for the Web

 

Office Using OneDrive

What software is needed: Microsoft Office (Requires an Office 365 Business account)

Supported devices: PC, Mac

What to know: 

  • This option will open the document in the desktop version of Microsoft Office.
  • Changes that are made to the document will not be saved to Actionstep until you are finished, however it will save to your OneDrive account so the risk of loosing your progress is unlikely.
  • When you open the document, it will show as 'Checked out' in Actionstep. This will prevent any other users from opening the same document. Actionstep will automatically check Microsoft documents back in 5 minutes after they have been closed, or you can manually check the document back in before that.

Learn more: Using Microsoft OneDrive with Actionstep

 

Google Docs

What software is needed: Requires a Google account

Supported devices: PC, Mac

What to know:

  • This option will open the document in Google Docs (once you have set up the integration).
  • Google Docs will automatically save changes made to the document only in Google Docs not to the version in Actionstep.

Learn more: Google Drive Integration

 

Additional Resources:

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