In this article, you'll learn how to:
Create, edit and save an Aletiq document directly from Word, Excel or PowerPoint,
Edit a document already managed in Aletiq without ever leaving your office tool.
⚠️ Requirements: Your IT administrator must have already deployed the add-in in your Office 365 environment.
What is the Office plug-in for?
No more back-and-forth between your office tools and Aletiq: with the Aletiq plug-in for Office, your document management comes straight to you, in Word, Excel and PowerPoint.
Create a document in one click from Word, Excel or PowerPoint (.docx, .xlsx, .pptx) and save it to Aletiq without ever leaving your file,
Edit a document already managed in Aletiq by opening it directly in Office, no download or re-upload needed.
👉 Once deployed, a single Aletiq button in the Home tab of the ribbon gives you access to the plug-in in all three applications.
💡 The plug-in isn't a bulk import tool: it creates or edits one document at a time, from the file open in Office. To load several existing files into Aletiq at once, use drag-and-drop from the Documents space.
Logging in to the Office plug-in for the first time
Click Home > Aletiq > Log in
Your default browser opens on a confirmation page with a code
Check that this code matches the one shown in the Office pane, then click Confirm
Two possible outcomes:
An Aletiq session is already active in your browser: you land straight on "Congratulations, you're all set!"
No active session is detected: you're asked to authenticate with your usual SSO credentials before reaching that same confirmation screen
Back in Office, the pane now shows "You are logged in to Aletiq"
👉 The plug-in connects to the active Aletiq session remembered in your web browser's history: if you're already logged in to Aletiq in that browser, the connection is near-instant. Otherwise, you'll go through your usual SSO authentication.
👉 The plug-in's language automatically matches your Aletiq web app's language. For example, if your Aletiq web app is in English, the Office plug-in will display in English too.
Create and save a new document to Aletiq
A blank document that doesn't yet have a storage path on your PC (never saved locally) cannot be imported into the Aletiq Cloud DMS via the Office plug-in.
For a document "from scratch":
Write your document in Word, Excel or PowerPoint
Save it locally as a temporary step
Click Save in the Aletiq pane
Fill in the requested properties, then confirm
If your administrator has made a property required for this document type, creating it from the plug-in isn't possible for now: create the document from the Aletiq application via the + New document form or by drag-and-drop (where you can fill in that property), then edit it afterwards from Office.
Open a file from the Aletiq DMS and edit it in Office
From Aletiq, open the document with the Office plug-in. Two options:
Open: the file simply opens in Office
Open and lock: the file opens in Office and Aletiq notifies other users that you're currently editing it
The file opens in Protected View or Read-Only: enable editing
Protected View → click Enable Editing
Read-Only → View menu (top right) → Edit a Copy
A "Your changes won't be saved" banner may appear: ignore it, this is expected
Edit your document as usual
Click Save in the Aletiq pane to push your changes
If Word asks to save locally when closing, answer No
🔒 Saving the file locally isn't necessary: the Save button in the Aletiq pane sends your changes directly to Aletiq, regardless of the file's local save state.
💡 Good to know
Only revisions with Draft status can be edited.
Supported formats: .docx, .xlsx, .pptx only.
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💬 A question? Contact our team via the Aletiq chat.