If you want to manually save changes, click Save and return to Procore.This is indicated by the 'Saving.' message in the top header.Īfter the changes have saved to Procore, the message changes to 'Saved to Procore'.

If you are not already signed in to your Microsoft account, sign in using your Microsoft login credentials.

A new tab opens in your browser displaying the file in Office 365.

See How do I sign in to Microsoft Office 365 in the Documents tool?

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.

Tip! You can also right-click on the file to access this action. For example, for a Word document, click the Word icon to Open in Word.

Hover over the file and click the icon that corresponds with the file you want to open.

Locate the file you want to open and edit in Microsoft Office 365.

The following Microsoft Office files can be edited in Office 365 using the Documents tool.

For more advanced editing, the desktop version of Microsoft Office should be used.

Editing is limited to what can be done in Microsoft 'Office for the Web' (the browser version of Office).

Note: If you only need to view the file, see View a File in Microsoft Office 365 Using the Project Level Documents Tool. See How does the Office 365 integration in Procore's Documents Tool work?

A Microsoft Business account and Office 365 'Office for Web' subscription is required in order to edit files.

See Manage Permissions for Files and Folder.

The user must be added to the File Permissions of the document.

The 'Access Private Folders and Files' granular permission enabled on the user's permission template.

Note: If the file is marked as Private, a 'Standard' level user will need at least one of the following privileges enabled in order to edit a file: 'Standard' or 'Admin' level permissions on the Project level Documents tool.

Office 365 open local files