Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Excerpt

Learn how to edit documents on Jira with the SharePoint Connector app.


Table of Contents
maxLevel2


About the edit

We'll cover the different ways to edit your documents on Jira using the SharePoint Connector app, expanding the topics presented on the page about the file manager.

While some files are preview-only, like images and PDFs, when it comes to Office files, you can also edit the most popular formats right inside Jira. You can edit documents on the file manager and issues in which you attached files and folders without downloading to edit and re-uploading multiple copies or locking other people out while editing the document.

This way, it's easy to use your Jira issues as your one source of truth, with content always accessible, updated, and editable.


Editing a Microsoft, or OpenOffice file

You can edit an Office file from the file manager, including the full-screen preview, and when they’re attached to your pages.

Image RemovedSP-JC-edit 1.pngImage Added
Image RemovedSP-JC-edit 2.pngImage Added
Image RemovedSP-JC-edit 3.pngImage Added
  1. Edit button

Regardless of the context, you can edit Office files by clicking the Edit button. A new tab opens, where the appropriate editor opens, and you can edit your file in a few seconds.

You and your team can work together when editing a Microsoft Office document, spreadsheet, or presentation. The Microsoft 365 editor supports real-time collaboration, so there are no file lockdowns. There's also an autosave feature, so you can close the tab when you finish.

jira edit document

.

mp4

Open Office files work the same way as Microsoft Office files, using the Microsoft 365 editor, but do not support real-time collaboration.



Real-time collaboration

As mentioned before, Microsoft Office and Google Docs files support real-time collaboration.

You can start editing a document attached to a page or from the file manager. The editor seamlessly creates a collaboration session when another person clicks to edit the same document. You can continue to edit the document as before and leave it anytime by closing the browser tab.

Image RemovedSP-JC-edit 4 real time collaboration.pngImage Added

Supported file formats for edit

  • Microsoft Office documents: DOC, DOCX, DOCM, XLS, XLSX, XLSM, XLSB, PPT, PPTX, and PPSX

  • Microsoft Office templates: DOT, DOTX, DOTM, POT, POTX, and POTMMicrosoft Visio files (VSDX)

  • Open Office documents: ODT, ODS, and ODP

InfoWe support preview of the old formats (.doc, .xls, .ppt), but only the new formats (.docx, .xlsx, .pptx) can be edited using Microsoft 365 editor. This is a Microsoft 365 restriction as the old formats are considered legacy. Also, some complex Word documents or some Excel spreadsheets with macros may not be possible to edit due to Microsoft limitations.


Wrap up 

That's all for editing documents. Did you know you can also create new documents on the file manager

If you still have questions about the topics covered on this page, visit our support portal and send them to us. Our team is always happy to help.