Edit Microsoft 365 documents directly inside your DMS — no downloads, no re-uploads
Open Word, Excel and PowerPoint files natively in Office Online from inside ShareDocs. Edit in your browser, invite collaborators, and watch the updated document save back to your DMS automatically on close.
Edit Microsoft 365 documents directly inside your DMS
Open Word, Excel and PowerPoint files natively in Office Online from inside ShareDocs. Edit in your browser, invite collaborators, and watch the updated document save back to your DMS automatically on close.
Four Steps — From ShareDocs to Office Online and Back
The entire document lifecycle stays inside ShareDocs. Users never leave the DMS to edit — and the document never leaves governance.
Admin Enables Integration
A ShareDocs administrator enters the organisation's Office 365 credentials in the admin panel and enables the Microsoft 365 integration with a single toggle.
Done once for the whole orgUser Opens in Office Online
Users browsing documents in ShareDocs see an "Open in Microsoft 365" option on supported files. The document opens in browser-based Office Online in a new tab — in its native format.
Word · Excel · PowerPointEdit & Collaborate
The user edits the document in Office Online using the full Microsoft editing experience. They can invite other users to join the document for real-time collaborative editing.
Real-time multi-user editingAuto-Saves Back to DMS
On tab closure, the updated document automatically saves back to ShareDocs. The DMS record is updated, the edit is logged in the audit trail, and no manual upload is needed.
Full audit trail preservedWhat Your Teams Actually Gain
Microsoft 365 document management integration closes the gap between the tools your teams use daily and the governance your organisation requires. Every edit stays inside ShareDocs — no governance gaps, no version chaos.
No Workflow Disruption
Users keep working in Word, Excel and PowerPoint exactly as they always have — just from inside the DMS. No retraining, no new tools, no resistance to adoption.
End of Version Chaos
Every edit auto-saves back to the single source of truth in ShareDocs. No more final_v3_ACTUAL_FINAL.docx proliferating across email threads and desktop folders.
Real-Time Collaboration
Multiple team members can edit the same document simultaneously. Finance reviewing a contract while Legal edits it — in the same file, at the same time, with changes visible instantly.
Governance Never Breaks
Documents edited in Office Online remain under ShareDocs access controls, retention policies and audit trails throughout. Editing in Office does not bypass DMS governance — it extends it.
Works on Any Device
No desktop Office installation required. Documents open in browser-based Office Online — the same experience as office.com. Works on Windows, Mac, or any device with a modern browser.
Full Audit Trail on Every Edit
Every document opened in Office Online, every save back to ShareDocs, every collaborator invited — all logged with user identity and timestamp. Meets ISO 27001 and enterprise compliance requirements.
Which Teams Benefit Most
Any team that works with Office documents and needs governance, workflow automation, audit trail, or collaboration at scale. For deeper ERP ECM integration scenarios, see our SAP integration page.
Invoice review and approval workflows
Finance teams receive invoices stored in ShareDocs. Reviewers open them in Excel directly — check figures, add comments, update approval status — and the file saves back automatically. No email attachments, no version confusion.
Contract redlining with full audit trail
Legal teams open contract drafts from ShareDocs in Word. Multiple reviewers collaborate simultaneously — tracking changes, adding comments, resolving redlines — with every version and every edit logged in ShareDocs audit trail.
Policy documents, offer letters, SOPs
HR teams maintain policy documents and offer letter templates in ShareDocs. When changes are needed, documents open in Word for editing by authorised HR personnel — version-controlled and role-access protected at every step.
The Difference in Day-to-Day Work
What changes for your teams when Microsoft 365 is integrated with ShareDocs.
| Task | Without integration | With ShareDocs + Microsoft 365 |
|---|---|---|
| Edit a Word document from the DMS | Download → edit locally → re-upload manually | Open in Office Online — edit — auto-saves back |
| Collaborate on a document | Email back and forth — version confusion | Invite users to edit simultaneously in Office Online |
| Track who edited what | No audit trail outside DMS | Full audit trail in ShareDocs — every save logged |
| Device requirement | Desktop Office installation needed | Any device — browser-based Office Online |
| Access control during editing | Lost once file is downloaded | ShareDocs permissions enforced throughout |
| Document governance | Broken during the editing step | Continuous — editing does not leave the DMS |
Simple to Deploy — No Per-User Configuration
The Office 365 ECM integration is configured once by a ShareDocs administrator. Users get access automatically with no individual setup required.
Admin logs into ShareDocs admin panel
Navigate to the Integrations section in the ShareDocs admin panel. Only a ShareDocs administrator can access this section.
Admin access requiredEnter Office 365 credentials and enable
Enter your organisation's Office 365 credentials and toggle the Microsoft 365 integration to enabled. This is a one-time step for the entire organisation.
One-time configurationIntegration is live for all users
Once enabled, all users with a valid Microsoft 365 licence see the Office Online option automatically on supported document types. No per-user setup, no IT tickets.
Instant for all users- ShareDocs Enterpriser (any plan)
- Admin access to ShareDocs admin panel
- Organisation's Office 365 credentials
- Works on SaaS and on-premise deployments
- Valid Microsoft 365 licence (per user)
- Any modern web browser
- No desktop Office installation needed
- No additional software to install
Microsoft 365 licence note: Each user who needs to edit documents in Office Online requires their own valid Microsoft 365 licence from Microsoft. This is a Microsoft requirement — not a ShareDocs licence. Users without an M365 licence can still view documents through ShareDocs native viewer.
Microsoft 365 Integration — Common Questions
Which ECM integrates with Microsoft 365?
ShareDocs Enterpriser integrates natively with Microsoft 365, allowing users to open, edit and save Word, Excel and PowerPoint files directly inside the DMS. Documents open in browser-based Office Online and auto-save back to ShareDocs on close. The integration is enabled by the admin in one step using Office 365 credentials — no per-user setup required.
Does the Microsoft 365 integration require a desktop Office app?
No desktop application is required. Documents open in browser-based Microsoft Office Online — the same Office experience available at office.com. Users need a valid Microsoft 365 licence. The integration works on any device with a modern browser — Windows, Mac, tablet — without any software installation.
How does auto-save work with the ShareDocs Microsoft 365 integration?
When a user finishes editing a document in Office Online and closes the tab, the updated document automatically saves back to ShareDocs DMS. No manual upload is needed. The updated document replaces the previous version in ShareDocs, and the edit is logged in the ShareDocs audit trail with the user's identity and timestamp.
Can multiple users edit the same document at the same time?
Yes. The integration supports real-time collaborative editing. A user can invite other users to work on the same document simultaneously in Microsoft Office Online. All changes are reflected across all active sessions in real time, and the final version saves back to ShareDocs automatically when editing is complete.
How is the Microsoft 365 integration set up in ShareDocs?
The integration is configured once by a ShareDocs administrator. The admin enters the organisation's Office 365 credentials in the ShareDocs admin panel and enables the integration. Once enabled, all users with a valid Microsoft 365 licence automatically get the Office Online option on supported files. No per-user setup or IT tickets are required.
Which file types are supported?
The integration supports all file types that Microsoft Office Online can open — Word documents (.docx, .doc), Excel spreadsheets (.xlsx, .xls), and PowerPoint presentations (.pptx, .ppt). Users see the "Open in Microsoft 365" option only for supported file types. PDFs, images, and other file types continue to open through the ShareDocs native document viewer.
Does the integration work with ShareDocs on-premise deployment?
Yes. The Microsoft 365 integration works with both SaaS and on-premise deployments of ShareDocs Enterpriser. For on-premise deployments, the server requires internet access to communicate with Microsoft Office Online services. Fully air-gapped on-premise environments without internet access cannot use the Office Online integration.
ShareDocs Connects With Your Existing Systems
ShareDocs offers ECM integrations for Office 365, ERP and CRM connectivity — all from one platform. Connect your DMS to the platforms your organisation already runs on.
See the Microsoft 365 Integration in Action
We'll walk you through a live demo — document opens in Office Online, collaborative editing, auto-save back to ShareDocs. 20 minutes, no commitment.