Microsoft Office Online Integration

Optro has introduced Microsoft Office Online collaboration capabilities through the Microsoft Cloud Storage Partner Program.

How Microsoft Office Integration Will Work with Optro

This new integration allows multiple users to edit and collaborate on Microsoft Word, Excel, and PowerPoint documents in real-time through the browser. Changes are saved and synced automatically to the Optro application from the Office Online editor. This enhancement makes it easier for audit teams to work collaboratively on workpapers and files.

Current Optro users must have a Microsoft Office 365 license to take advantage of the following benefits:

Collaborate with your team in real-time.

Multiple users can simultaneously edit the same document with the Office Online integration.

Preview documents within the Optro platform.

Users can view any Microsoft Office files (Excel, Word, Visio, and Powerpoint) directly within their audit program. This feature does not require an Office 365 license.

Edit and see changes saved instantly.

Most importantly, users can open and edit documents from within the application, and any changes will be automatically saved back to the original Optro document.

Need More Support?

If you are an Optro customer who would like to enable this feature, please contact your Customer Success Manager or email support@auditboard.com. If you are interested in learning more about how Optro and the Office Online integration can help your organization collaborate more effectively, please request a demo.