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Learn how-to edit documents on Jira. No downloads and re-uploads are required.

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 PDF files, when it comes to Office documents, 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 Document

It's possible to edit a document from the file manager, including the full-screen preview. You can also edit documents that are attached to your issues.

  1. Edit button

Regardless of the context, you can edit documents by clicking the Edit button (1). A new tab opens, where the appropriate editor opens, and you can edit your document in a few seconds.

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

jira edit document.mp4

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


Real-time collaboration

As mentioned before, Microsoft Office and Google Documents support real-time collaboration, and it's effortless to use.

Start editing a document that is attached to an issue or even from the file manager. When another person clicks to edit the same document, the editor creates a collaboration session seamlessly. You can continue to edit the document as before and leave it at any time by closing the browser tab.


Supported file formats for edit

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

  • Microsoft Office templates: DOT, DOTX, DOTM, POT, POTX, and POTM

  • Microsoft Visio files (VSDX)

  • Open Office documents: ODT, ODS, and ODP

We 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 any of the topics covered on this page, visit our support portal and send us your questions. Our team is always happy to help.

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