Opening, Editing and Saving Documents

Created by Allison Cloyd, Modified on Sun, 22 Jan 2023 at 08:31 PM by Robert Butler

Actionstep offers the ability to be able to open and edit a document that is stored on a matter using the following methods:

  • Open in Office Online
  • Open in Office via OneDrive
  • Open in Office via the Actionstep plugin
  • Open in Google Docs

Check the requirements below to ensure you can run the option you want. 

Actionstep users will get a better experience using the "Open in Office Online" for editing documents in a browser and collaborating on documents. It is recommended to use the "Open in Office via Actionstep plugin" for editing documents using desktop versions of Word, Excel, and PowerPoint.

We explain each option in more detail below.

TIP
If you are using Actionstep's Outlook add-in for Office 365 for your emails you may still want to install and use the Actionstep Office plugin to use in Word, Excel, and Powerpoint. 

 

Requirements

The first three options require you to have Microsoft Office installed. Each will allow you to open and edit an Office document like a Word, Excel, or Powerpoint file. 

The first two options ("Open in Office Online" and "Open in Office via OneDrive" require an Office 365 business account to be able to work. Both will work on either a PC or a Mac computer.

The "Open in Office via Actionstep plugin" option will require you to have Office installed on a Windows computer. The computer should be run on Windows 7 or higher and the version of Office should be 2013 or higher.

The last option, "Open in Google Docs" requires you to have a Google account.



 

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