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ProductivityDocuments & Office

Templates that produce paperwork, and editing in the browser.

Documents & Office is the paperwork half of productivity: templates that produce documents, the branding and numbering they carry, the signatures stamped into them, and Word, Excel and PowerPoint editing in the browser.

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A Word document open for editing inside WorkSuite
Documents. Word files opened and edited in the browser, saved straight back.

What it does

Documents & Office, in the product’s own words

  • Templates designed and published
  • Documents generated from a template
  • Letterheads, brand assets and document numbering
  • Signatures requested and stamped in
  • Word, Excel and PowerPoint files edited in place via a Document Server

Before you start

What has to be in place

  • Letterheads, brand assets and a numbering scheme — decided once, before the first document goes out carrying the wrong one.
  • A Document Server, if Office files are to be edited in place.

In the user guide

5 tasks, explained

  1. 01Design and publish a template
  2. 02Generate a document from a template
  3. 03Apply letterheads, brand assets and numbering
  4. 04Request and stamp signatures
  5. 05Edit Office files in place
Open the Documents & Office guide

More of Documents & Office

A spreadsheet open for editing inside WorkSuite
Spreadsheets. Excel files, with formulas, formatting and collaborators.
A presentation open for editing inside WorkSuite
Presentations. PowerPoint decks, edited in place. Every save becomes a version.

Works with

The same records, not a sync

DriveFile storage with sharing that is actually enforced — 15 permissions.TendersBidding work: the pipeline, the documents and who approved the submission.WebsiteThe public-facing site, edited by the same people.Document utilitiesSmall tools the rest of the suite leans on.

Industries that start with it

Switched on from day one

More in Productivity

All of Productivity
DriveFile storage with sharing that is actually enforced — 15 permissions.CalendarOne diary for the meetings, the tasks and the events.DiagramsWhiteboards and drawings kept with everything else.AI AssistantAssistants trained on your own material.SharingOne set of rules for getting a record out of the system.