Coming Soon! How to edit an Excel file using the Rocket Matter OneDrive integration.
1. Navigate to the desired matter, then click on 'Matter Documents' on the left-hand side.
2. Click on the 'OneDrive' source.
3. Click on 'Actions' on the right-hand side of the excel file you wish to edit. Then click 'Open in OneDrive'. It will open a new tab in the browser for the Excel file.
NOTE: Based on your browser settings, the new tab may get blocked as a 'pop-up'. You may access the file by navigating to OneDrive and selecting the Rocket Matter folder, then the desired matter.