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Setting up Microsoft Office integration (Windows)

Modified on: Fri, 25 Oct, 2024 at 10:30 AM

Microsoft Office integration allows a document to be opened directly from Opus2 Platform in a Microsoft Office application and for any changes made to the document to be saved back to Platform. Use of this feature requires a user to install the Desktop Connect application.

Desktop integration must first be enabled by an Opus2 operator.

Once desktop integration has been enabled, log in to Opus2 Platform and follow the below steps.

From the User profile icon select Profile.

2. Open the Desktop integration tab

3. Click on the Download for Windows button to download and install the Desktop Connect application

Once downloaded and installed the Desktop Connect application click on the Launch desktop connect button to check the installation was successful. Then click on the Authorize desktop connect to allow the application to access your Opus2 platform account. The token that is generated can be viewed in the Application tokens tab (user profile icon> Profile>Application tokens)

This completes the set-up of Microsoft Office integration.