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Asite Integration with Microsoft Office for the Web

This article will show you how to use Microsoft Office for the web with Asite; including how to edit files, collaborate with others, and publish or discard your changes.

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How Does Asite Integrate with Microsoft Office for the Web?

Asite integrates with Microsoft Office for the web, so you can view and edit your project files directly in your browser.

You can work with the following file types:

  • Word (.DOCX)

  • Excel (.XLSX)

  • PowerPoint (.PPTX)

When you make changes, they are automatically saved as a draft. You can publish your draft later as a new file revision in the same project folder.

NOTE: This is an add-on feature and involves commercial costs. Please contact your Asite representative for more details.

  • Files can be viewed or edited by multiple users at the same time through co-authoring. You'll see other users' edits in real time, marked by a cursor icon.

NOTE: Use of Microsoft 365 technologies within Asite is governed by Microsoft’s Cloud Storage Partner Program (CSPP) terms.

  • Access is restricted to commercial or enterprise use only and may be further limited in certain territories.

  • Personal or consumer use is not permitted and may violate Microsoft’s licensing terms.

  • Any non-commercial use may result in termination of services, for which Asite is not liable.

  • Clients are responsible for ensuring their use of the integration is strictly for business purposes.

  • Asite reserves the right to suspend or restrict access if use is found to be non-compliant.

Prerequisites

To use this integration, you'll need:

  • An active Asite CDE subscription.

  • MS Office integration privileges, assigned by your Asite System Administrator.

  • A valid Microsoft 365 subscription (supporting Word, Excel, and PowerPoint online).

  • Modern web browser such as Google Chrome, Mozilla Firefox or Microsoft Edge.

How Do I Edit a File in Microsoft Office for the Web?

  1. Navigate to the Files tab.

  2. Find your required file and right-click on it.

  3. Hover over Edit and select Edit in Microsoft [Word/ Excel/ Powerpoint] for the Web.

  4. The file will open in a new tab where you can make changes.

NOTE: You must have permission to upload new revisions in order to edit files using Microsoft Office for the web in Asite.

How Do I Save or Discard Changes in Microsoft Office for the Web on Asite?

  1. Close the Microsoft Office for the web editing window.

  2. Return to the Asite Files tab.

  3. Click the Checkout icon (found in the Checkout column).

  4. Potential options will appear where users can select between:

    • Edit in Microsoft Word for the web

    • Discard Changes

    • Publish New Revision

NOTE: If the Checkout column isn’t visible, you’ll need to add it using the Customise button (bottom right). Click here for more information on customising your fields.

Publish Changes as a New Revision

  • Enter the required file attribute details, set distribution, and click Upload.

    • Any configured workflow triggers (such as Publish Documents) will run automatically.

Continue Editing

  • To keep working, select Edit in Microsoft Office for the web again.

  • Your draft will reopen in a new browser tab until you publish or discard it.

Discard Changes

  1. Click Discard Changes from the Checkout menu.

  2. Confirm by selecting Continue.

  3. Any unsaved edits will be removed.

Check: FAQs

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