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Open or Edit a File in Microsoft Office 365 Using the Project Level Documents Tool

Objective

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

Things to Consider

Video

Tip!  To skip to the relevant portion of the training video below, click the Chapters  chapters.png  icon on the video player and select Open and Edit Microsoft O365 Files

 

Steps

  1. Navigate to the Documents tool.
  2. Locate the file you want to open and edit in Microsoft Office 365.
  3. Hover over the file and click the icon that corresponds with the file you want to open. For example, for a Word document, click the Word icon to Open in Word
    Tip! You can also right-click on the file to access this action. 
    open-document-in-word.png
  4. If you are not already signed in to your Microsoft account in Procore, you will be prompted to sign in using your Procore login credentials. See How do I sign in to Microsoft Office 365 in the Documents tool?
  5. A new tab opens in your browser displaying the file in Office 365. 
  6. In the top header, click Edit.

    edit-file.png
     
  7. If you are not already signed in to your Microsoft account, sign in using your Microsoft login credentials.
  8. Edit the file as necessary.

    Note: As you make edits, the file saves. This is indicated by the 'Saving...' message in the top header. 
    docs-office-365-saving.png
    After the changes have saved to Procore, the message changes to 'Saved to Procore'.
     
  9. If you want to manually save changes, click Save and return to Procore.

    docs-office-365-save-and-return-to-procore.png

    Note: Changes can take a few moments to save to Procore, so we recommend clicking 'Save and return to Procore' before closing the tab or your browser. 

 

If you would like to learn more about Procore's document management software and how it can help your business, please visit our construction document management software product page icon-external-link.png.