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Using Microsoft Office 365 Integration in ELN Entries

CDD Vault integrates with Microsoft Office 365.  Office documents attached to an ELN entry can be opened and edited in Office 365 directly from a CDD ELN entry.  This works for Word, Excel and PowerPoint.  If you edit the file, it will auto-save every few seconds and automatically update the attached file in the ELN entry.

Attach Office file

Excel

Word

PowerPoint

 

Attach Office file

To attach an Office document to an ELN entry, either click Insert Attachment (paperclip icon) or drag and drop the file from your hard drive to the ELN white-space.  The file will attach where the cursor is located. 

Attached_Office_files.png

Once an Office file is attached within an ELN entry, the user may choose between multiple display options. The default view is a condensed view showing only the file name along with the appropriate Microsoft logo and menu options that appear when the user hovers over the file with the mouse.  Clicking the “Change size” icon from the menu will allow the user to preview the contents of the file directly within the ELN entry.

ChangeSizeArrows2.png

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Excel

To open an Excel (.xlsx or .xls) or comma-separated (.csv) file from an ELN entry, mouse over the attached file and click the Excel icon.

Launch_Excel.png 

The file will open in a new tab in View-only mode.  You can edit an Excel (.xlsx) file.  To do so, click the Edit Workbook button.  If prompted to log in, you will have the option to log into a work/commercial or school Office 365 subscription account, download the file or sign up for a new account. 

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Edit the file as needed.  It will auto-save every few seconds.  When you finish editing, close the tab.  The attached file in the ELN entry is automatically updated.

Saved_Excel_document.png 

To edit Excel (.xls) or comma-separated (.csv) files, either save a copy of the file to your computer (File > Save As) from the preview or click on the name of the file in the ELN entry and download it.  You can then edit the file on your computer.  In this case, the file will not be automatically updated in the ELN entry.  You should delete the version of the file attached to the ELN entry and attach the new version.

Word

To open a Word file from an ELN entry, mouse over the attached file and click the Word icon. 

Launch_Word_-_use.png

When the file opens, you will be able to view the document.  You also have the option to edit, download or print the document.  If you want to edit the document, click the Edit in Browser button.  If prompted to log in, you will have the option to log into a work/commercial or school Office 365 subscription account, download the file or sign up for a new account.

Word_-_Edit_Browser_with_Almost_there_message.png

Once you have logged in, you will be able to edit your document.  The ‘Track changes’ feature is enabled by default and your document will auto-save every few seconds.  When you are done editing, close the tab.  The attached file in the ELN entry is automatically updated.

Word_-_Edit_document_with_track_change_window.png

 

PowerPoint

To open a PowerPoint file from an ELN entry, mouse over the attached file and click the PowerPoint icon. 

Launch_PowerPoint.png

When the file opens, you will be able to view the presentation.  You also have the option to edit, download, print to PDF or view the slideshow.  If you want to edit the presentation, click the Edit in Browser button.  If prompted to log in, you will have the option to log into a work/commercial or school Office 365 subscription account, download the file or sign up for a new account.

PowerPoint_-_with_Edit_button.png

Once you have logged in, you will be able to edit the slides.  It will auto-save every few seconds.  When you finish editing, close the tab.  The attached file in the ELN entry is automatically updated.

PowerPoint_-_Edit_slide.png