| Minimum Software Version | 8.16.3 |
| Solution(s) | Hearings ⨉ Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
Microsoft Office integration allows a document to be opened directly from Opus 2 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.
Editing a document
- To edit a document using Microsoft Office integration, select the document in the Documents page.
- In the Preview pane, select Edit:
This launches the Desktop Connect app and simultaneously opens the document in its native Microsoft Office application.
- During document, save FREQUENTLY.
- When editing is complete, select save and then close the document.
A new version of the document is published in Opus 2 Platform.
Note: Upon saving and closing the document it is re-processed within the Platform which may result in a brief delay in its availability.
Working with drafts, versions, and other users
To make working easier, after opening a MS Office document, make a small edit and then save the document before continuing your work. The document is then saved as a draft in Opus2 Platform.
Details can be viewed in the Versions tab of the document preview pane: 
If another user selects the same document, the Preview pane contains a message that there is a new draft version as shown below. This helps to avoid two or more users simultaneously editing the same document, with only the user who saves and closes the document first having their changes retained.
Select review drafts in the message to see who is currently editing the document.
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