With Showpad's Microsoft Office Online integration, you can make changes to your Powerpoint, Word, and Excel files using your 365 business account and have those edits reflected and saved in Showpad. In addition, the activity of the modified file will be tracked just like other assets. This extends the ability to work with MS Office documents to those who may use non-Windows devices or prefer the online version of MS Office. You can also present your PowerPoint slideshows within MS Office Online, preserving your transitions, gifs, and animations in their original glory.
When you work within your Office 365 business account to update that brochure or add data to your sales spreadsheet, those important changes will be reflected in your Showpad account without the need to manually update the files or use any type of middleware. This streamlines your workflow and ensures that you are always working with the correct version of your file in Showpad without sacrificing the meaningful analytics of those assets.
Note: Third-party cookies need to be enabled by your browser to be able to use our Office integration.
Key features
- Tailor marketing-approved MS files for your sales needs
- Present files in Office 365 with full capabilities
- Personalized file copies automatically saved to My Files
- Retain analytics on the edited version of the original file
You need this to succeed
- Showpad Plus or Ultimate subscription
- An Office 365 business license that includes Office for the Web
- Office Online Personalization enabled in your Showpad instance
- Access to the Showpad Web app
- Microsoft Office 365 files with the personalization permission enabled
- Open in Excel and editing Excel documents is currently only supported on the Web app
The quick way to awesomeness
- Login to Showpad on the Web app or Windows Desktop
- Open the file you want to modify and click the edit button
- Name the modified version and click Create Copy and Edit File
- If necessary, log in to MS Office Online
- Make the edits to the file which will then be auto-saved
- Present smoothly to prospects in MS Office Online
Choose your success platform
 Windows Desktop |
 Web App |
See how it's done on the Web App
Do this step by step
- Open your browser and sign in to your organization on Showpad's Web app or Windows Desktop App.
- Locate the file you would like to modify and select it to open the asset viewer.
- Click the three dots within the asset viewer and select Open in Microsoft PowerPoint, Excel, or Word.
- If the file is set as personalizable, a window to present your file or edit a copy of it will open. For personal files you first uploaded to My Files, you also have a third option to edit the original document. Make your selection and choose Open File. The following steps apply to editing a file.
If the file is not personalizable or you’d like to read about presenting only, skip to step 8.
- If you are not yet logged in, you will be asked for your Office 365 credentials to access your content. In the event you have already logged in, you will go directly to the following step.
Note: If you are not redirected to Office Online right away or the browser is stuck in loading, check your pop-up blocker and make sure that pop-ups and redirects are permitted from Showpad.
- The file will open in Office Online so you can begin making edits. As there is no save button, the changes will be made automatically in Showpad. Do allow a few minutes to see those reflected in Showpad as delays in the Microsoft tools may occur. This is most noticeable for PowerPoint files. After initial changes, the file will be autosaved to Showpad every 5 minutes.
Note: The "Saving..." and "Saved to Showpad" do not definitively indicate that the new version has been pushed to Showpad. With this in mind, the initial copy is not automatically saved to Showpad. It will push the edited copy to Showpad once changes have been made to the file.
Here's what the editing panes look like within Office 365:
- Keep the Office 365 tab open until you have completed all the necessary edits to your file. If you go to edit the file again, you will be prompted to make a new copy. Closing the tab will initiate the upload of the edited file to your My Files in Showpad automatically.
- If you choose to present only, the file will open in Microsoft Office within Showpad. PowerPoint presentations will have full animation, gif, and transition capabilities. You’ll also be able to see your presenter notes. You may be prompted to sign in to your account before you are redirected.
See how it's done on the Windows Desktop app
Do this step by step
- Find some content you’d like to see details on by using the search bar or heading to the Content tab and selecting an Experience.
- Locate the file you would like to modify and select it to open the asset viewer.
- Click the three dots within the asset viewer and select Open in Microsoft PowerPoint or Word. Choose Online editor to be redirected to Office 365. Selecting Desktop editor will direct you to Showpad edit.
- If the file is set as personalizable, a window to present your file or edit a copy of it will open. For personal files you first uploaded to My Files, you also have a third option to edit the original document. Make your selection and choose Open File. The following steps apply to editing a file.
If the file is not personalizable or you’d like to read about presenting only, skip to step 8.
If you have My Files set up, you will be prompted to choose where you'd like to save the copy of the file you are editing.
- If you are not yet logged in, you will be asked for your Office 365 credentials to access your content. In the event you have already logged in, you will go directly to the following step.
Note: If you are not redirected to Office Online right away or the browser is stuck in loading, check your pop-up blocker and make sure that pop-ups and redirects are permitted from Showpad.
- The file will open in Office Online so you can begin making edits. As there is no save button, the changes will be made automatically in Showpad. Do allow a few minutes to see those reflected in Showpad as delays in the Microsoft tools may occur. This is most noticeable for PowerPoint files. After initial changes, the file will be autosaved to Showpad every 5 minutes.
Note: The "Saving..." and "Saved to Showpad" do not definitively indicate that the new version has been pushed to Showpad. With this in mind, the initial copy is not automatically saved to Showpad. It will push the edited copy to Showpad once changes have been made to the file.
Here's what the editing panes look like within Office 365:
- Keep the Office 365 tab open until you have completed all the necessary edits to your file. If you go to edit the file again, you will be prompted to make a new copy. Closing the tab will initiate the upload of the edited file to your My Files in Showpad automatically.
- If you choose to present only, the file will open in Microsoft Office within Showpad. PowerPoint presentations will have full animation, gif, and transition capabilities. You’ll also be able to see your presenter notes. You may be prompted to sign in to your account before you are redirected.
