Asite + Microsoft Office for the Web Integration

Asite 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 involves commercial costs. Please speak with your Asite point of contact for more information.

Files can also be viewed or edited by one or more users 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 the file simultaneously, they will get an indication via the mouse cursor icon about the changes being made by the other user.

Prerequisites

An active Asite CDE subscription.

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

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

Please be advised that pursuant to Section 4(h) of Microsoft’s Cloud Storage Partner Program (CSPP) terms, the use of Microsoft 365 Technologies within Asite’s services is subject to territorial commercial use restrictions. Microsoft has expressly reserved the right to limit access in certain territories to commercial use only and prohibits consumer or personal use in those jurisdictions;
Accordingly, Asite’s Platform’s integration functionality is intended solely for authorised commercial or enterprise users. Any use intended for non-commercial, personal, or consumer purposes may violate Microsoft's licensing terms and result in termination of services for which Asite shall not be held liable;
Clients are therefore required to ensure that their use via Asite’s Platform is strictly intended for commercial or business-related purposes.
Asite reserves the right to suspend or restrict access if use is determined to be non-compliant with commercial use conditions.

System Requirements

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

How does it work?

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

The integration works with Word, Excel, and PowerPoint files and doesn't require downloading separately.

For example, to edit a Word file, you can right-click on it, select the 'Edit' option, and then select the 'Edit in Microsoft Word online' option. The selected Word file will open in a new browser tab in the related 'Microsoft Office for the Web', where you can view the file and make required changes.

At the same time, you can have other Asite users access that file and edit it from their respective Asite accounts.

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 and then go back to the other tab or window having the Asite files listing area open. Here, left-click the icon corresponding to the file you had edited (under the 'Checkout' column). It will show available options for publishing the changes made to the file.

As displayed in the above snapshot, multiple options are available.

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

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

If you or other users need to continue editing the document, select the option in Asite to edit the file in the related Microsoft Office for the web application. The selected file will open in a new browser tab. Continue editing the file as needed. Once done, you or one of those users can publish the file as a new revision on Asite, as explained above.

Select 'Discard Changes' if you need to discard the changes made to the file using the related Microsoft Office for the web application since the last published revision. Then, it asks for your confirmation to discard any changes to the selected file. Click 'Continue' to confirm discarding the changes as required.

Once the changes are discarded, you can publish a new revision on the selected file revision using different options available on Asite, including the option to edit the file using the 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 specified file from the related Microsoft Office for the web application (if still open in your browser) will not be saved to Asite.

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

Check: FAQs