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Document Collaboration

Microsoft SharePoint

Simploud enables seamless integration of your Office 365 collaboration tool with the Controlled Documents workflow.

Prerequisites:

  • A paid Office 365 account dedicated to hosting the files.
  • Both the Record Owner and the reviewers must have paid Office 365 accounts.

Recorded Webinar about Document Collaboration

Upload & Edit

Uploading-Edit-Document-Check-In

1. Select the "Upload Files" button, choose the file from your computer, and upload it.

Uploading-Edit-Document-Check-In

2. Choose "Edit Online" to modify the document.

Uploading-Edit-Document-Check-In

3. Before closing the document editing window, ensure that changes have been saved by checking the sync icon.

Optimizing Integration

Simploud collaborates with SharePoint by utilizing the ‘installing user’ as the file host. This Office 365 account will have access to all files, regardless of the permissions level set on Simploud’s side.

Additionally, if this account is disabled, every file existing in editing mode will be removed from the system, potentially resulting in data loss. Therefore, we recommend using a dedicated Office 365 account to establish the integration.

If you want to learn more about the Collaboration tool setup, check the connected page

Online Limitations

Word

  • No rulers or gridlines.
  • No captions.
  • No autotext, cover pages, table of contents, or watermarks.
  • No advanced data integration like mail merge.
  • No page borders or line numbers.
  • No custom dictionary or translation tools.
  • No online video embedding.
  • No inserting shapes or charts.

Excel

  • No recommended charts and smart formatting.
  • No chart animations.
  • No advanced analysis views using Power Pivot, Slicers, and Power View.
  • No creation of named ranges.
  • No find and replace feature.
  • No creations of macros with VBA.
  • No creating or editing 3D charts.
  • No “what if” analysis tool.
  • No add-ins.

PowerPoint

  • Limited animations and transitions.
  • No rich formatting for text, shapes, or pictures.
  • No modifying themes.
  • No advanced design features like layout modification or slide masters.
  • No headers and footers.
  • No Excel chart integration.
  • No presenter views.
  • No review tools like merge conflicts and compare presentations.

FAQ

If we deployed the new Collaboration Tool today, does it affect the existing Controlled Documents records?
The new tool will be effective only on newly created records and new revisions.
Yes, the document is stored on Office 365 OneDrive, which includes all standard OneDrive functionalities, such as the ability to share files.
You can decide if and in what statuses the file will be deleted from the OneDrive.