Editing an Office Document from Confluence

When viewing a page with an attached Office document, you can launch your Office editor directly from Confluence. This allows you to edit a Word document from within Confluence and save it back to Confluence.

This is just one of the ways Confluence can interact with Office documents. For an overview of all Office Connector features, please refer to Working with the Office Connector.

 (info) Your System Administrator can enable or disable the Office Connector or parts of it. The Office Connector options can appear in different places on your Confluence page, depending on the themes and configuration of your Confluence site. Please refer to Configuring the Office Connector and discuss any configuration problems with your administrator.

Prerequisites for Editing an Attached Office Document

The Office Connector allows you to edit Office files embedded in a Confluence page or in the attachments list for a page.

To make use of these editing capabilities, you will need the setup described below.

Browsers

  • If you are using Firefox, you will need to install a Firefox add-on. Firefox will prompt you to do this, the first time the add-on is required. You will find instructions in Installing the Firefox Add-On for the Office Connector.
  • Note: No Chrome support. Chrome does not support WEBDAV clients, so this feature will not work. Please refer to this issue for more information: CONF-23322.

Operating Systems

Editing Microsoft Office files in Mac OSX is not supported. Please refer to this issue for more information CONF-17250.

Office editors

To edit Office files, you will need to have Microsoft Office or OpenOffice installed (see the configuration matrix below).

  • If you are using Firefox, you can choose which of the above editors you want to use. The Firefox add-on allows you to configure this option for each file type. See Installing the Firefox Add-On for the Office Connector.
  • If you are using Internet Explorer, you will need Microsoft Office. You cannot edit Office files in OpenOffice when using Internet Explorer.

Configuration matrix

You need one of the following software combinations to edit Office files from your Confluence page.

Software Operating System Browser
Microsoft Office 2013
  • Windows 7
  • Windows 8
  • Internet Explorer 11
  • Firefox – latest stable version
Microsoft Office XP, 2003, 2007, 2010
  • Windows 7
  • Windows Vista
  • Windows XP (Service Pack 2 or 3)

OpenOffice 2.x – 3.x

  • Windows 7
  • Windows Vista
  • Windows XP (Service Pack 2 or 3)
  • OS X
  • Linux
  • Firefox – latest stable version
  • Internet Explorer supported versions
    (Windows Platforms only)

Note: The only known supported Office editor for Linux is OpenOffice. But in theory it should work with any WebDAV-aware application.

If you experience problems editing documents using the Office Connector (using an application, operating system and browser combination above) please raise an issue and tell us as much as you can about your operating system, application version, document version (if its different to the version of Office / Open Office you're using to open the document) and browser. 

Editing an Office Document in your Office Application

To edit an Office document in your Office application:

  1. There are two ways to do this:

    • From an Office document embedded on a page:
      1. Go to a Confluence page with an Office document embedded on it.
      2. Choose Edit Document above the embedded document.

        Screenshot: Page with an embedded Word document showing the 'Edit Document' link
    • From an Office document in a list of attachments:
      • If an Office file is attached to a Confluence page, you can edit this file directly in your compatible Office application, in one of the following ways:
        • View the list of attachments for a specific Confluence page, then click Edit in Office next to the Office file on the Attachments page. (See Viewing Attachment Details.)
        • View a list of attachments displayed on a page via the Attachments macro, then click Edit in Office next to the Office file in the list of attachments. (See Displaying a List of Attachments.)

  2. A window will pop up, asking you to confirm that you want to open this document.

    Screenshot: Confirmation window in Firefox



    Screenshot: Confirmation window in Internet Explorer

     
     
  3. Click 'OK'. Now you may be asked to log in to your Confluence server.
  4. Enter your Confluence username and password, then choose 'OK'.
  5. The Office document will open in your Office application.
  6. Make the necessary changes, then save the document. It will be saved back into Confluence.

Troubleshooting

Problems? Please refer to our guide to the Office Connector limitations and known issues.

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