S-Drive’s document editing online feature is available for Lightning on desktop, and allows users to edit Microsoft Word, Excel, or PowerPoint files while in S-Drive, without having to download, edit, and re-upload them.
In order to use online document editing, you must have a Microsoft Azure account, and your S3 bucket must be versioned. When files are edited using online document editing, they will be saved automatically as you edit, and when you’re done, the document will be saved as a new version in S-Drive.
After the app registration is created, copy and save the Application (client) ID and the Directory (tenant) ID for later in S-Drive Configuration.
From the portal menu, go to the Certificates & secrets tab, click New client secret, and add a client secret of expires Never.
Copy and save the client secret Value for later in S-Drive Configuration. Note that the client secret is only visible for creating step, it will not be shown again.
Select Authentication. Under Implicit grant, enable ID tokens to allow OpenID Connect user sign-ins.
The accounts in your azure tenant will be authenticated through the azure active directory application you have just created. If you click the Users tab on the portal menu, you will see the users in your tenant.
If you want to access an external user to use Edit Online, you should click the New guest user button and fill in the user’s information. After they confirm the request you sent, they will be able to access Edit Online with that account.
Configure Usage Plan and Enable Users
Enable Online Editing in S-Drive Lightning Component
To enable editing documents online in any S-Drive Component, edit the Lightning page, and on the S-Drive Component, check the box for Online Editing.
Now when you click the down-arrow on the Action menu next to a Microsoft file, you will see an option to open that file in Microsoft Word/Excel/Powerpoint. While a file is undergoing editing, the Status column will show a lock icon and a pencil icon to indicate the file is locked due to editing. Hovering over the pencil icon will show who is editing the document.
Note: As editing documents online is only available in Lightning Experience, if you have users in your organization who uses S-Drive in both Lightning and Classic, a file in Classic may not show the lock state properly.