If the file is a Microsoft Excel, PowerPoint or Word file, and Microsoft 365 has been set up by the CTERA Portal administrator, the default is to enable editing using Microsoft 365. Edit your documents stored in the CTERA Portal from within the CTERA Portal.
The first time you attempt to access a file in Office Online, you might be prompted for your Office Online username and password.
Click Sign in with a work or school account and then in the displayed screen enter the user name, an email address, and the password for the user.
You can only edit files that have Read/write permissions. A file with Read Only permission can only be viewed in the Office Online editor. A file with Preview Only permission can only be viewed in the HCP Anywhere Enterprise Portal viewer and cannot be viewed in the Office Online editor.
You can edit the following file types within the CTERA Portal:
- Word files: .docx, .docm, .odt, .doc
- When editing any Word file the file is saved as a .docx file.
- Excel files: .xlsx, .xlsb, .xlsm, .ods, .xls
- When editing any Excel file the file is saved as a .xlsx file.
- PowerPoint files: .pptx, .ppsx, .odp, .ppt
- When editing any PowerPoint file the file is saved as a .pptx file.
You can only open one file at a time. If you want to edit multiple files, open each file using the following procedure.
To edit a file in Office Online:
- In the CTERA Portal, navigate to the file you want to edit.
- Select the file and either click the
icon or right-click the file and choose the online editor for the file type.
NoteThe popup menu displays the options to open the file with the Word, Excel or PowerPoint offline editor.
icon is also available to open the file in Office Online.
The file is displayed in Office Online in a new tab.
The following shows the Office Online Word editor.
- Edit the file using the Office Online editor.
All of the features in Office Online are available, including renaming the file. In this case the file is also renamed in the CTERA Portal.
Office Online automatically saves the file. All changes to the file are automatically reflected in the file in the CTERA Portal.
After renaming a file using Microsoft Office Online, the URL to the file remains with the original file name. The actual name in the file is changed.
If you try to open the same file from the CTERA Portal, while it is already open in Office Online, the same tab is used to display the file.
After closing the tab with the Office Online editor, the original version of the file is stored as a previous version and the file is displayed in the CTERA Portal as modified.
Co-Authoring Shared Office Files
Office Online supports up to 20 users editing a document at the same time. Co-authoring in Office Online includes real- time content updates between all users editing the document, as well as information about other users editing the file and real-time cursor tracking for each user.
When another user starts to edit a shared document already being edited, all users are informed of this, with the names of the other users editing the document.
If a user opens a file in read only mode and then another user opens the file for editing, changes made to the file are not shown in the file that was opened in read only mode.
Colored markers are used to show where the other users are editing in the document and scrolling over a marker displays the name of the user editing that part of the document.
All edits are merged together and displayed to every user editing the file.
CTERA recommends a maximum of twenty authors editing a file simultaneously.