Rocket Matter Knowledge Base OneDrive IntegrationHow to edit an Excel file using the Rocket Matter OneDrive integration.

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.

4. The changes you make to the file will auto save and sync to Rocket Matter!