Overview

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.

Watch the Demo Video

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.

Please see our Pricing page for rates.

What kinds of files can use this feature?

Setting up Microsoft Office Integration

Configure Azure Active Directory Application for Edit Online

NOTE: Please use your admin account of your organization to follow the steps.

Create a tenant:

If you have already tenants on your azure portal, you can create a new tenant for Edit Online purposes. The home page of Azure Active Directory has the option Create a tenant

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To register the app, perform the following steps:

1. Sign in to the Azure portal

2. From the portal menu, select Azure Active Directory, then go to the App registrations tab and select New registration.

3. In the Register an application page, enter a Name for your app registration.

4. In Supported account types, select Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)

5. In Redirect URI, select Web and type https://wopi.sdriveapp.com/login/oauth2/code/azure.

6. Select Register.

7. After the app registration is created, copy and save the Application (client) ID and the Directory (tenant) ID for later in S-Drive Configuration.

8. From the portal menu, go to the Certificates & secrets tab, click New client secret, and add a client secret of expires Never.

9. 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.
   
   

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10. Select Authentication. Under Implicit grant, enable ID tokens to allow OpenID Connect user sign-ins.

Manage users:

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. The users in this list that are Salesforce users and have access to S-Drive are the ones you can Enable for Content Authoring in S-Drive in the next step.

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.