Using FileCloud for Office with Sync
FileCloud for Office is an MS Office add-in for Word, Excel, and PowerPoint which can be used in both Windows and macOS with FileCloud Sync, FileCloud Drive, and FileCloud Desktop. It is available in FileCloud beginning with version 23.1.
For instructions on how to install FileCloud for Office, see Using FileCloud for Office.
If you have been using FileCloud Sync with DocIQ, see the instructions for previous users of DocIQ at the bottom of this page.
Before using FileCloud for Office with Sync
The first time you install Sync or upgrade Sync to use FileCloud for Office you must:
Contact FileCloud Support and request that your cookie same-site value be set to None.
- Confirm that you trust FileCloud for Office and enable it as shown in the following procedure.
To confirm that you trust FileCloud for Office:
- After you log in to FileCloud Sync, click the Settings tab.
- Click the Trust FFO button.
The Trust FFO button disappears, and the checkboxes for FFO Office integration and Automatic locking in FFO are automatically checked:
FileCloud for Office is now enabled in Sync, but to use it in Office files, you must include the add-in in each type of Office file (Word, Excel, and PowerPoint) in your FileCloud Sync directory.
Note: To use FileCloud for Office without the automatic locking feature, uncheck Automatic locking in FFO.
Working with FileCloud for Office in Sync
The FileCloud for Office task panel displays information about a file and enables you to:
- Lock or unlock a file.
- Prevent or allow download of a file while locked.
- Share a file.
- Manage file versions, and view file details and metadata.
Lock or unlock a file
Share a file
Download versions, view details and metadata
FileCloud for Office log locations
View and add comments
For previous users of DocIQ
If you have never used FileCloud Sync with DocIQ before, the installer will automatically configure Sync for use with FileCloud for Office, and this section does not apply to you.
If you have previously been using FileCloud Sync with DocIQ, when you run the FileCloud Sync installer, the first screen of the wizard introduces you to FileCloud for Office:
The installer prompts you to choose whether you want to continue using DocIQ or switch to FileCloud for Office (DocIQ will be deprecated in the future).
Choose whether you want to use FileCloud for Office or DocIQ. If you choose FileCloud for Office, you are also required to install an add-in.
The installer configures your Sync installation to function with the option you have chosen.