OnlyOffice¶
Why this matters¶
OnlyOffice is an Office document editor (Word, Excel, PowerPoint) that runs inside the browser, with no need to download the file or have Office installed. You open a .docx from ZaazCRM's file manager, edit it online, and changes save directly to the customer's file.
Useful for:
- Editing draft contracts before sending to the customer.
- Reviewing commercial proposals with a colleague.
- Modifying spreadsheets.
- Collaborating on the same document at the same time.
Open a document with OnlyOffice¶
- In the file manager, find the file (.docx, .xlsx, .pptx, .pdf with annotations).
- Click on it or menu → Edit with OnlyOffice.
- The editor opens in a new tab or window.
Edit¶
Similar to Word or Google Docs: formatting, insert images/tables/links, side comments, track changes.
Changes are auto-saved every few seconds.
Real-time collaboration¶
If two people open the same document at the same time, they see each other's edits live. Each user with a distinct color.
Close and save the final version¶
When you close the tab, changes are already saved. To mark a specific version: File menu → Save as.
ZaazCRM keeps automatic versions. To roll back to a previous version: File menu → Version history.
Compatible file types¶
- .docx, .doc — Word.
- .xlsx, .xls — Excel.
- .pptx, .ppt — PowerPoint.
- .odt, .ods, .odp — OpenDocument.
- .pdf — view and comment only.
Watch out for¶
- Don't download and re-upload. Breaks the version chain.
- Don't open the same file in local Word and in OnlyOffice at the same time. They can overwrite each other.
- OnlyOffice isn't 100% identical to Word. Some advanced features (macros) may look different.
Where to next¶
- PDF Editor — to edit PDFs.
- WebDAV — edit with your local Word connected to the tree.