How to Use Excel Online

To edit your Excel documents, simply click the Actions button when previewing the file and select Edit with Excel Online.

Things to note:

  • Once the file has been edited, the preview will take one to five minutes to update. This preview lag is dependent on Microsoft, though performing a refresh can prompt the preview to update.
  • Though the file preview may be delayed by a few minutes, the version history displayed on the left of the screen will be current and valid.
  • The ability to edit with Excel Online is only available from Files and Contracts. You cannot currently edit Excel documents from within Tasks or Conversations.
  • The Excel integration will only work if your organization has Office Online enabled by your administration.

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