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Procore (en-CA)

Open and Edit a File in Microsoft Office 365 Using the Company Level Documents Tool

Objective

To open and edit a Microsoft® file in Office 365® using the Company level Documents tool in Procore.

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin' on the Company level Documents tool.
      Note: If the file is 'Private', the user must be added to the Permissions list of the file. 
  • Additional Information:
    • A Microsoft Office 365 Business account is required. After opening the file from the Documents tool, you will be prompted to log in with your Microsoft Business account credentials. See How do I sign in to Microsoft Office 365 in the Documents tool?
    • The following Microsoft Office files can be edited in Office 365 using the Documents tool.
      • Word (.docx, .docm, .odt)
      • Excel (.xlsx, .xlsm, .xlsb, .ods)
      • Powerpoint (.pptx, .ppsx, .odp)

Steps

See Also