Related Topics
For users of Process Director v5.13 and higher, document attachments may be annotated using Collaborative Document Authoring.
Collaborative Document Authoring is a separately licensed component that is only available for Cloud installations.
Please see the documentation for the ShowAttach control to see how to enable Collaborative Document Authoring for attachments.
Collaborative Document Authoring is a cloud-based service, OnlyOffice, that opens a number of file formats in an online editor for collaborative authoring and editing, change tracking, etc. The documentation for the Document, Spreadsheet and Presentation editors is available at the OnlyOffice documentation web site.
The following file formats can be authored in the OnlyOffice editors:
- Document Editor: DOCX, TXT, ODT, or RTF files.
- Spreadsheet Editor: XLSX, ODS, or CSV files.
- Presentation Editor: PPTX or ODP files.
Office365 and CDA #
For Process Director v6.1.300 and higher, CDA can optionally be used in conjunction with Microsoft Office365, rather than the OnlyOffice service. Like the use of Azure/Exchange for SMTP through Microsoft, there is additional configuration required to use O365 as the editor for documents.
First, you must set up the configuration in Azure to create the appropriate application endpoints, as described in the Configuring Azure for Process Director Integration topic of the System Administrator Guide. The configuration of O365 CDA is different from the SMTP OAuth configuration, and will require additional settings.
Next, the Properties page of the Installation Settings section of the IT Admin area has several properties that must be configured to create the connection to both the O365 installation and the shared root folder in which document attachments will be stored. These properties also require supplying the OAuth settings for the Registered AAD Application in Azure.
A PDF file for end-to-end Azure OAuth configuration can be found here: Configuring Azure OAuth (PDF Download)
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