Your team already works in Microsoft Office. The problem is not the authoring tool. It is what happens after the document is saved. Files end up on desktops, in email threads, or scattered across shared drives with names like "Proposal_v3_FINAL_revised.docx." Microsoft Office document management integration in infoRouter eliminates that chaos: users create, edit, and save documents from inside their Office applications, and infoRouter handles the filing, version control, and access permissions behind the scenes.
No workflow changes. No new interfaces to learn. Just a toolbar button in the applications your team already uses every day.
Key Takeaways
- MS Office document management integration lets users create, edit, and save Word, Excel, PowerPoint, and Outlook documents directly to infoRouter from the Office toolbar.
- Every save through the MS Office document management integration creates a new version automatically, eliminating version confusion across teams.
- MS Office document management integration enforces infoRouter's granular permissions and role-based access within the Office application, so security travels with the document.
- The integration eliminates duplicate files on desktops by keeping the single managed copy in infoRouter, accessible directly from Microsoft Office.
How the Office Add-In Works
The infoRouter MS Office add-in installs a toolbar directly into Microsoft Office applications. From that toolbar, users can:
- Create a new document and save it directly into an infoRouter folder with metadata and properties assigned at creation
- Open an existing document from infoRouter, which checks the document out automatically to prevent conflicting edits
- Save changes back to infoRouter as a new version, numbered, timestamped, and attributed to the user who made the edit
- Search for documents within infoRouter without leaving the Office application
Every save creates a new version. Every version is traceable. No more "which copy is current?"
Supported Microsoft Office Applications
The add-in integrates with the full Microsoft Office desktop suite:
- Microsoft Word. Create, open, edit, and save .doc/.docx files directly to infoRouter.
- Microsoft Excel. Manage spreadsheets with the same version control and metadata as any other document.
- Microsoft PowerPoint. Presentations are versioned and filed automatically on save.
- Microsoft Outlook. Save emails and attachments from Outlook into infoRouter folders with a single click.
The add-in supports Microsoft Office desktop installations running on Windows.
What the Integration Gives You
Version control without thinking about it
Every time a user saves from Office, infoRouter creates a new version. The previous version is preserved. If someone needs to roll back, every previous version is available.
Permissions that travel with the document
When a document is opened from infoRouter, the permissions set in infoRouter are enforced. A user who has read-only access cannot save changes back. Granular permissions, LDAP/Active Directory sync, and role-based access work identically whether the document is accessed through the web interface or through Office.
Metadata applied at the point of creation
Users assign custom properties like project name, client, department, and document type when they first save to infoRouter. Those properties make the document findable in search immediately, without anyone going back to classify it later.
No duplicate files on desktops
Because users open and save from infoRouter directly, there is no local copy accumulating on desktops and laptops. The single managed copy lives in infoRouter. This ensures that the controlled version is always the one being edited.
Who Uses This
Microsoft Office document management integration is a natural fit for organizations where most documents are authored in Word, Excel, or PowerPoint. It requires zero training — users keep working in Office — and eliminates the need for a separate document creation workflow.
Frequently Asked Questions
- Does the add-in work with Office 365 web apps or only desktop Office?
- The add-in supports Microsoft Office desktop installations running on Windows. It integrates directly into the Office toolbar for Word, Excel, PowerPoint, and Outlook.
- Do users need training to use the Office integration?
- No. The add-in adds a toolbar button to the Office applications your team already uses. Users continue working in Word, Excel, or PowerPoint and simply save to infoRouter instead of a local folder. There is no new interface to learn.
- What happens if two people try to edit the same document?
- When a user opens a document from infoRouter through the add-in, it is automatically checked out to prevent conflicting edits. Other users can still view the document but cannot save changes until the first user checks it back in.
- Are local copies created when I open a document from infoRouter?
- Because users open and save directly from infoRouter, there is no local copy accumulating on desktops. The single managed copy lives in infoRouter, ensuring the controlled version is always the one being edited.
See the Office Integration in Action
Schedule a demo and we will show you the add-in working inside Word, Excel, and Outlook. You will see how it creates documents, saves versions, and searches your repository without leaving the Office window.