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1000 FAQs, 500 tutorials and explanatory videos. Here, there are only solutions!

Knowledge base Edit an Office type file with the native editor on kDrive

    Edit an Office type file with the native editor on kDrive

    This guide explains how to create, save and edit an Office file (text, spreadsheet, presentation...) on the Web app kDrive (online service kdrive.infomaniak.com) using the native editor.

     

    Prerequisites

    • To create and collaborate on a spreadsheet or text document, etc. directly on the web app, the file in question must be less than 100 MB in size; otherwise, the document will be downloaded and you will need to edit it locally on your computer with an Office-type application (OnlyOffice, for example).
      • Be mindful of the images you insert into your documents (compress them to reduce their size & quality if necessary).

     

    Text files, spreadsheets, presentations...

    The Web app kDrive (online service kdrive.infomaniak.com) natively integrates the applications Docs, Grids and Points which allow you to create, edit and collaborate online on documents of type Word .docx, Excel .xlsx and PowerPoint .ppsx:

    1. Click here to access the Web app kDrive Infomaniak (online service kdrive.infomaniak.com).
    2. If necessary, open the folder in which to create an Office document.
    3. Click on the New button at the top left.
    4. Choose the type of document to create:
      1. text document
      2. spreadsheet
      3. presentation
      4. notebook
      5. draw.io document for diagrams, schematics and wireframes
      6. web favorites
    5. Name the file.

     

    Save a file

    When you work online on your Word, Excel, or PowerPoint files, they are automatically saved every time you make changes.

    In case of doubt, you have the possibility to manually save a document:

    • Click on File then on Save (if "Save" is disabled, it means the file has already been saved).
    • If needed, you can download a copy of your file in your chosen format by clicking on Download as...

    Files with password

    When you work online on your Word, Excel, or PowerPoint files, these may be previously protected by password. Consequently, the password will be requested for opening the file in the Infomaniak interface but it will disappear upon saving your document within the kDrive.

    Indeed, it is not possible to set a password when saving a document to kDrive, nor to keep the existing password. Otherwise, consider using another editor available within kDrive but only with certain paid plans.

     

    Add a bookmark

    A feature allows you to add a bookmark, a sort of shortcut to a favorite passage in your document or the equivalent of a web page anchor:

    1. Edit a text document on kDrive.
    2. Select the portion of text to serve as the reference point.
    3. Click on the References tab.
    4. Click on Bookmark:
    5. Name your bookmark.
    6. Click on the Add button.
    7. Your bookmarks are added below:

    Quickly navigate to created bookmarks

    Once the document is open:

    1. Click on the References tab.
    2. Click on Bookmark.
    3. Click on the bookmark name to go to.
    4. Click the Go to button to display the document opened in the background exactly at the previously defined location:

    Create a share link leading directly to the bookmark

    Once the document is opened:

    1. Click on the References tab.
    2. Click on Bookmark.
    3. Click on the bookmark name to go to.
    4. Click the Get a link button to share your document and get a link that will take the user to the exact location of your bookmark.
    5. Click the Copy button to directly put it into the clipboard:

     

    kSuite users: be notified on kChat

    A feature allows users to tag (mention) colleagues in a document's comments via a "+" followed by the user's name:

    1. Edit a document on kDrive.
    2. Click on the Collaboration tab.
    3. Click on Add a comment.
    4. Enter your comment, mentioning a user if necessary: type the sign + followed by the name:

    The tagged user receives an email with the relevant details: comment author's name, link to the document, date and time of the comment.

    If the mentioned user is online on kChat (of the relevant kSuite), instead of receiving an email, they will receive a notification via kChat Bot. If the user is offline or in "do not disturb" mode, the system will send an email.



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