Overview
Actionstep integrates with Microsoft Office in two ways. Both methods require you to install an Actionstep plugin (available for Windows or Mac).
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When you are inside Actionstep you can open MS Office documents directly into your local copy of MS Office. If you make changes to the document and "Save" in MS Office then the changes will be saved back to Actionstep.
Be aware that many of the functions that are available to Windows users of the Actionstep Office plugin are not available to Mac users. This is due to Mac versions of Office not supporting the same functionality as Windows. This includes the options to open new documents in Actionstep from Word or Excel or saved emails to matters from Outlook.
| Info |
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| This works with MS Office version 2011 on Mac, Office 2013 & 2016 on Windows. |
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The document will then open in your local copy of Office.
Depending on your browser security settings you may get a warning/confirmation message. Please confirm that you are happy to open the document.
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