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Edit a Document with OneDrive
Updated over 6 months ago

How to edit Word or Excel documents with the OneDrive Integration.

Editing Through the Browser:

  • Navigate to the Documents Tab.

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  • Select the dropdown arrow in line with the document and select Open in Browser.

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  • The document will open in Microsoft Word Online, which is synced to your OneDrive.

  • Any changes will autosave, when finished editing the tab can be closed.

  • Instantly view the changes back in CASEpeer when viewing the document.

Editing Through Word:

  • Navigate to the Documents Tab.

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  • Select the dropdown arrow in line with the document and select Open in Word.

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  • This will prompt the document to open in Microsoft Word on your computer.

  • Make any necessary changes to the document and save it at the top left of the document.

  • Instantly view the changes back in CASEpeer when viewing the document.

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