Document Editing with the M365 Integration

Editing a document

You cannot edit protected documents in the document editor. To edit a protected document, download it, edit the document on your computer, and then upload it in the workflow.

• In a workflow, click on the tab of the document you want to edit.

• Click the Edit icon.

  • The Edit icon will only appear if it is your turn to edit the document.

  • The M365 document editor will open in a new tab.

The first time you open the M365 document editor, you’ll need to allow our free add-in from the Microsoft store. In the symplr Contract SmartTemplates panel, click Allow and Continue.

• Edit the document as needed.

  • You can add inline comments, turn on Track Changes, etc.

If one or more documents has unresolved redline changes, you’ll see yellow banner on the workflow page.

• When finished, close the document editing tab (but not the symplr Contract tab).

  • Your changes will be auto-saved.

  • The updated document will appear in symplr Contract.

• When you have completed your review, click Submit Review (for Reviewers) or Submit Approval (for Approvers).