Allow users to edit Microsoft 365 files

With Showpad’s Microsoft 365 integration, users can edit PowerPoint, Excel, and Word documents that you add to your Showpad Files library. It guarantees they have the latest branding and messaging format and helps them to have personalized sales conversations.

For marketing content, users can create a copy of the file and edit it. The copy will then be saved in their My Files folder. For MS Office documents uploaded to their My Files or Collections, they can edit the original file or create a copy and save it under My Files.

See how it looks

Key features

• Offer the most up-to-date content and style that meets marketing standards
• Set the MS Office file permissions to allow editing or not
• Users can tailor content to their prospect's needs
• Personalized documents are uploaded to their personal My Files

You need this to succeed

The quick way

1. Enable the MS Office integration
2. Set marketing files as editable
3. See how your users can edit files

Do this step by step

Enable the Microsoft 365 integration

1. Click the gear icon to open Settings in the Admin App. In the left side menu, select Microsoft 365 from the Integrations section.
2. Toggle on one or both Microsoft 365 integrations:
   • Microsoft 365 for Windows Personalization: Allows users to edit files in the native Microsoft app. They need:
     • A device with Microsoft Windows 10 or 11 installed.
     • Microsoft 365 2016 or 2019 installed locally.
     • Permissions on their device to download the Showpad Edit app for file transfer, or the app already installed by their admin via an EXE or MSI file. Clicking EXE will download the executable file. Clicking MSI will download the Microsoft Software Installer file. 
   • Microsoft 365 for web Personalization: Allows users to edit files online in Microsoft 365. This solution works on all devices.

After enabling the Microsoft 365 integration, two things are true:

• All files in your Showpad Files library will still be non-editable by default, but you can enable personalization on a per-document basis from the Library. See how in the next section.
• Users can edit the MS Office files that they upload to their My Files or Collections folders. They can either edit the original file or create a copy and save it under My Files.

Note: If you have installed the Showpad Edit app and users still get the message that it must be installed, the issue may involve the proxy that your company is using. Whitelist https://showpad-local-edit.app.showpad.com to guarantee user access.

Set a file as editable in your Files library

1. Navigate to the Libraries tab.
2. If your organization uses multiple Divisions, select the desired one from the top-left dropdown menu.
3. Select All files from the left-side menu.
4. Click on a file to open its details panel.
5. In the Permissions section, click Can be personalized. Then, toggle the permission on.
6. Click Save changes.

Tip: You can update permissions in bulk. Or, create an Automation Rule to apply permissions when new files are created.

See how your users can edit files

To see how your users present and edit files in Showpad using the Microsoft integration, consult this article.

Note: Showpad optimizes files to ensure a speedy and active selling experience. Animations, videos, and macros will not be available in the optimized document.