Who can use this feature?
👤 All roles
🔑Requires that the user working with the file has the necessary access
You can easily send Excel documents from LawVu to Excel on the web for editing. When you finish making edits and close the browser tab, the document will be returned to LawVu, along with all the changes you made. You can access previous versions by using the document's version history.
We want to make sure you have a smooth experience using 'Edit with Excel on the web.' Please review the requirements below before you begin.
Document file format
To send a document/file to Excel on the web (Office 365), the file must be in .XLSX format.
Note: an 'XLS' file is an older version of an Excel file and will not work.
Office 365 account
You will also need to have an Office 365 account to utilize the Excel on the web function.
Start by selecting an Excel document in a matter or contract, then click on the ellipsis menu, and choose Edit with Excel on the web. You can also choose to edit from the file preview window by clicking on the three-dot ellipsis button, then Edit with Excel on the web.
A new browser tab will open, and we'll start opening the document with Excel on the web (Office 365) - this can take a few moments.
Once the document is open, you'll see a familiar Excel interface where you can make the necessary edits. You'll see the document periodically save back to LawVu. When you've finished your edits, check to ensure the Saved to LawVu indicator is visible, and then you can close the browser tab.
When you finish editing the file, the preview may not update immediately. It typically takes between 1 and 5 minutes for the changes to appear, as the system must wait for the update from Microsoft's servers to be processed.
If you need to see the changes immediately, you can manually refresh the page, which will prompt the preview to update more quickly.
Although the file preview may be delayed by a few minutes, the version history displayed on the left side of the screen will be current and accurate.
Note: Any modifications made to the file within 10 minutes of the initial change will be reflected in the latest version saved in LawVu. This happens because Excel treats every change you make as a new version, which could lead to multiple new versions and cause confusion. To prevent this, all changes made within a 10-minute period are consolidated into a single version.