Edit Office documents in your workspace

Onplana includes a built-in Office document editor, so you can create and edit Word (.docx), Excel (.xlsx), and PowerPoint (.pptx) files directly in the browser. There is no download-and-re-upload step: open the file, make your changes, and they save back to the same document. Two people can edit the same file at once, and every save is captured in the document’s version history.

It builds on the document folders you already use, so it works the same way everywhere documents live: a project’s Docs folders, a proposal’s document folders, and the organization-wide Workspace.

Note

Available on every plan, wherever the Workspace is available. Anyone who can add or edit documents in a folder can edit Office files in it. Viewers get a read-only editor.

Edit an existing Office document

1. Open a document folder (in a project’s Docs, a proposal, or the organization Workspace).

2. Find the Office file. Office files (.docx, .xlsx, .pptx, plus the legacy .doc, .xls, .ppt and OpenDocument .odt, .ods, .odp) show an Edit in Office action, the pencil-square icon, on the document row and card.

3. Select Edit in Office. The document opens in a full-screen editor.

Non-Office files keep their existing behavior: Markdown and text files open in the in-app text editor, and PDFs and images open in the browser preview.

Create a new blank document

1. In a document folder, open the New Office menu in the toolbar.

2. Choose what to create:

   • Word document
   • Excel spreadsheet
   • PowerPoint slides

3. Onplana creates a blank file in that folder and opens it in the editor right away, ready to type into.

View versus edit

Whether you can edit a document or only view it is decided by your access to that folder, the same permissions that govern uploading and editing documents there. If you have edit access you get the full editor; if you only have view access you get a read-only editor and can read the document without changing it.

Saving and version history

Your changes save automatically as you work, there is no Save button to remember. When you close the editor, the document row refreshes to reflect your edits.

Each save is captured as a new entry in the document’s version history (the clock icon on the document row), so you can look back at earlier versions and Restore any one of them. This is the same version history used for uploaded files, so an Office file you edit in the browser and a file you re-upload share one consistent history.

Where it works

The Office editor is the same surface everywhere documents live:

• Project document folders, under a project’s Docs section.
• Proposal document folders, on a governance proposal.
• The organization-wide Workspace, on the Documents tab (see Organization-wide Workspace).

FAQs

Which file types can I edit? Word (.docx, .doc), Excel (.xlsx, .xls), and PowerPoint (.pptx, .ppt), plus the OpenDocument equivalents (.odt, .ods, .odp). Markdown and text files use the in-app text editor instead, and PDFs and images use the browser preview.

Can two people edit at the same time? Yes. The editor supports live co-editing, so teammates can work in the same document together and see each other’s changes.

Do my edits save automatically? Yes. Changes save as you work, and closing the editor captures the result as a new version in the document’s history, so nothing is lost.

Why don’t I see the Edit in Office button? A few reasons: the file is not an Office type (Markdown, text, PDF, and images use other editors or the preview), you have view-only access to that folder, or your organization does not have the built-in Office editor enabled yet. When the editor is not enabled, the Edit in Office and New Office actions are simply hidden.