Microsoft Document Editor

 This is an Advanced Plug-in available for Advanced and Premium tier customers. To enable this plug-in, submit a support case requesting access to the Microsoft Document Editor component plugin. Learn more about the Advanced Plug-in Program and read the Microsoft Document Editor Documentation

Overview

The Microsoft Document Editor component offers a seamless experience for viewing and editing Word, Excel, and PowerPoint documents stored within an Appian Knowledge Center. This robust plug-in allows users to directly edit files stored within Appian, eliminating the need for download/re-upload workflows or separate document storage solutions. This component enables viewing, editing, concurrent multi-user editing, among other actions, on Office documents.

Key Features & Functionality

  • Online Office Document Editing: Edit Office documents directly within an Appian environment without needing to download them.
  • Comprehensive Microsoft Office Features: Access a wide array of Microsoft Office features for a versatile document editing experience.
  • Multi-User Editing: Collaborate in real-time with multiple users concurrently editing the same document.
  • Create New Office Documents: Easily create new Office documents through a function plugin, streamlining document creation.
  • Access Control: Manage permissions to ensure secure and controlled access to documents.

Requirements:

  • Microsoft Document Editor Helper Servlets and Functions must be downloaded separately and is required for full functionality of this plug-in.
  • A valid Microsoft 365 license is required for all document editing users functionality. Customers should have the ability to track which users have Microsoft licenses within Appian and should configure document editing only for those users. Use of the Microsoft Office Component plug-in to edit documents without a valid Office license is cause for removal from the program.
  • Available only for Appian Cloud. Appian Government Cloud and Self-Managed sites are not supported.
  • Firefox and Safari are not supported browsers
  • Component is not configured for mobile usage or Portals
  • Public access and Inbound over Dual Access are supported, Inbound over PrivateLink-only and Inbound over VPN-only are not supported
  • Requires Appian version 25.1+
  • If your company has network security restrictions for which domains can be accessed for inbound requests, make sure to add “api.appiancloud.com” to your network allowlist.
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