The Ultimate Guide to TitanFile's Microsoft 365 Integration for End Users

Table of Contents

• Enable Document Editing in a Channel
• Preview Documents Without Editing
• Opening and Editing Documents in the File or Conversation Tab
• Co-Editing Documents
• Convert Old Microsoft 365 Formats to Newer Formats

End User Steps

Enable Document Editing in a Channel

1. Open the channel where you want to enable editing.
2. Navigate to Options menu.
3. Check Enroll this channel in TitanFile's Microsoft 365 integration beta program for document editing.
4. Save the settings.
5. You and all members of the channel can now edit Microsoft 365 documents directly

Preview Documents Without Editing

Steps for File Tab:

1. Navigate to the File Tab of the channel.
2. Find the document you want to preview.
3. Click the dropdown button beside the file name.
4. Select Open -> Preview in Word for the Web.

Steps for Conversation Tab:

1. Navigate to the Conversation Tab of the channel.
2. Double-click the Microsoft 365 document you want to preview.
3. In the dialog box, select Preview in Word for the Web.
4. Click Ok.

Opening and Editing Documents in the File or Conversation Tab

Steps for File Tab:

1. Navigate to the File Tab of the channel.
2. Find the document you want to open.
3. Click the dropdown button beside the file name.
4. Select Open -> Open in Word for the Web (or Excel/PowerPoint for the Web, depending on the file type).
5. The document will open in a new window for editing or viewing.

Steps for Conversation Tab:

1. Navigate to the Conversation Tab of the channel.
2. Double-click the Microsoft 365 document you want to open.
3. In the dialog box, select Open in Word for the Web (or Excel/PowerPoint for the Web).
4. Click Ok

Co-Editing Documents

1. Open the document you want to co-edit in the File Tab or Conversation Tab.
2. If another user is editing the document, you will see a green edit icon next to the file.
3. Click Open in Word for the Web.
4. Multiple users can now edit the document simultaneously.
   • Note: Microsoft recommends no more than 10 concurrent users to avoid potential conflicts.

Convert Old Microsoft 365 Formats to Newer Formats

Steps for File Tab:

1. Select an old Microsoft 365 document (e.g., .xls).
2. Click the dropdown button beside the file name.
3. Select Open -> Convert and Edit in Excel for the Web.
4. Follow the prompts to convert and edit the file.

Steps for Conversation Tab:

1. Double-click an old Microsoft 365 document (e.g., .xls).
2. In the dialog box, select Convert and Edit in Excel for the Web.
3. Follow the prompts to convert and edit the file.