Create & Edit Microsoft Office Documents in the Webapp

Overview

You can view and edit Microsoft Word, Excel, and PowerPoint files directly in the PlanRadar Webapp when signed in with Microsoft Office 365, without the need to download, edit, and re-upload files.

On mobile apps, MS Office files can be viewed (via external apps), but editing files saved in Documents is only available through the Webapp.

Access & permissions

How to access Documents

1. Click Documents
2. Click All files
   

   

Create a Microsoft Office Document

To create a new Microsoft Office document:

1. 1. Click + Add new item
   2. Click New Office file
   3. Click New Word file OR New Excel file OR New PowerPoint file
      

      

   4. Enter the file name
   5. Click Confirm
      

      

   6. Sign in to your Microsoft 365 account
      

      

   7. The newly created file will open in a new tab and will also immediately appear in the Documents list, with an edit icon to indicate that a user is currently working on it
      

      

Edit a Microsoft Office Document

Pro accounts don't support file versions. Therefore, changes are saved to the same file.
Enterprise accounts do support file versions. This means that a new version is created when an editing session is complete, after all editors have closed the file.

To edit a Microsoft Office document from the Document Management page:

1. Click the more menu next to the file you want to edit

2. Click Edit
   

   

3. A message informs you that "If you make changes to the file, a new version is created. Leaving comments does not create a new version." Click Continue
   

   

4. The file will open in a new tab

To edit a file you are viewing:

1. Click on a file to view it
   

   

2. Click the more menu
3. Click Edit
   

   

   

4. Continue as explained above

If the file is being edited by another user and you want to collaborate on it, you can join the session. To do so:

1. Click the more menu next to the file you want to edit
2. Click Edit
   

   

3. A pop-up message will appear on the screen informing you of who is currently editing the file.
   Click Join to participate in the editing session
   

   

4. The file will open in a new tab, and the editor's initials will be displayed at the top of the document page
   

   

5. Hover over the editor's initials to reveal their full name and navigate to their location in the document
   

   

Add a Comment

If you want to add remarks or suggestions to a file without editing it, you can leave a comment. To leave a comment:

1. Open the file you want to leave a comment on
   

   

2. Click the more menu
3. Click Edit
   

   

4. Highlight the part in the document where you want to add a comment
5. Click the comment icon OR click CTRL + Alt + M to add a comment
   

   

6. Type your comment
7. Click send
   

   

View Word and Excel Files Attached to Tickets

You can view Microsoft Word and Excel files that are attached to tickets the same way. Read more in View Ticket Attachments > Supported File Types & Preview.