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Configuring Co-Authoring in Box for Microsoft Office

Configuring Co-Authoring for your Account

To start co-authoring, add Box as an online storage location from within the Microsoft Office desktop app. Follow these steps for your specific operating system.

On Windows

  1. From Microsoft Word / Excel / PowerPoint, click on File menu option.
  2. On the left navigation pane, click Open
  3. Click on Add a Place
  4. Select Box
  1. Select Single Sign-On (SSO)
  1. Sign in with your Box credentials

On Mac

  1. From Microsoft Word / Excel / PowerPoint, click File -> New from Template
  2. On the left navigation pane, click Open
  3. Click Manage Storage Accounts
  4. Select Box
  1. Select Single Sign-On (SSO)
  1. Sign in with your Box credentials

 

Note: If you encounter an error where:

  • EID is enabled for co-authoring,
  • all users are enabled and are on the correct Microsoft channel,
  • all users have added Box as a place in their O365 apps,

review the integration configuration.

 

Determining Configuration

To determine whether Co-Authoring has been configured for your account, you can check for the following items:

 

In the Office menu, go to the Open tab and see whether Box is added under Other locations. If the app is added, the user's sign-in username is displayed.

 

 

Additionally, AutoSave is enabled in Office when opening co-authorable files.

 

 

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