Asite's integration with Microsoft Office for the web allows its users to view and edit their project files created in Microsoft Office applications - like Word (in .DOCX file format only), Excel (in .XLSX file format only), Powerpoint (in .PPTX file format only). Any such changes made are saved as a draft automatically and can be published as a new file revision in the same project folder later whenever required.

Note: This is an add-on feature and will have commercial costs involved. Please speak with your Asite point of contact for more information.

Files can also be viewed or edited by one or more than one user at the same time via multi-user coauthoring supported with this integration. Accordingly, if a user is editing a file and some other user is editing that same file at the same time, they will get an indication via the mouse cursor icon about the changes being made by other user.

An active Asite CDE subscription.

Privilege for enabling MS Office integration, assigned to you by Asite System Administrator.

A valid Microsoft 365 subscription (which supports editing Word, Excel, and PowerPoint files).

Any popular web browser – like Google Chrome, Mozilla Firefox, Microsoft Edge.

From your Asite account, you can directly right click on the file on which you have permission to upload new revision. Next, select the option for editing the file in related Microsoft Office for the web application. This option will be available if you have required privilege assigned by Asite System Administrator.

The integration works with Word, Excel, and PowerPoint files and doesn't require you to download the file separately.

For example, if editing a Word file, you can right click on the file and select 'Edit' then select 'Edit in Microsoft Word online'. The selected Word file will open in a new browser tab in related Microsoft Office for the web application where you can view the file as well as make any changes to it as required.

At the same time, you can also have other users on Asite having its access edit the same file from their respective Asite account.

Once the required editing is done, you or one of the users editing the file in Microsoft Office for the web application can close the editing window, then go back to the other tab or window having Asite files listing area open. Here, left click on icon corresponding to the file you had edited (under the 'Checkout' column). It will show available options for publishing the changes made on the file.

At this stage, there are different options available as displayed in above snapshot.

To publish the changes as a new revision, select the option 'Publish New Revision'. The file upload window will appear.

Enter required file attribute details, then distribute to other users if required. Finally click 'Upload' to publish your changes on the file as a new revision. Any workflow triggers, if configured for 'Publish Documents' event will also trigger at this stage.

If you or other users need to continue editing the document further if required, select the option in Asite for editing the file in related Microsoft Office for the web application. The selected file will open in a new browser tab and changes can continue to be made from where it was left earlier. Once the changes are finalized, you or one of those users can go ahead to publish the file as a new revision on Asite as explained above.

If you need to discard the changes that were made to the file using related Microsoft Office for the web application since the last published revision, select the option 'Discard Changes'. It will display a prompt asking for your confirmation to discard any changes made to selected file. Click on 'Continue' to confirm discarding the changes as required.

Once the changes are discarded, you always have an option publish a new revision on the selected file revision using different options available on Asite, including the option to edit the file using related Microsoft Office for the web application.

Once you or other users having access to the file have selected either one of the options 'Discard Changes' or 'Publish New Revision', please note that any edits made to the selected file from the related Microsoft Office for the web application (if still open in your browser) will not be saved to Asite.

In case you have already made any edits anytime later from the related Microsoft Office for the web application window which you need to save, you may have an option to print it as a local file using the print option available under 'File' menu for that particular file and upload it to your Asite project separately as required.