Edit a File on kDrive (Word, Excel, PowerPoint)

This guide explains how to create, save, and edit a file online from kDrive Infomaniak using Docs, Grids, or Points. Your files are never analyzed and are exclusively stored in Switzerland. Please refer to this other guide if you are looking for information on editing PDF documents.

Preface

• kDrive natively integrates the applications Docs, Grids, and Points, which allow you to create, modify, and collaborate online on Word .docx, Excel .xlsx, and PowerPoint .ppsx documents.
• To edit one of these types of files directly in your browser, the file size must be less than 100 MB.
  • Otherwise, the file will be offered for download, and it will need to be edited locally on your computer using an Office-type application (e.g., OnlyOffice).
  • Pay attention to the images you insert into your documents (compress them to reduce their size and quality if necessary).

Create and Collaborate on a Spreadsheet or Text Document, etc.

To access kDrive and create a document:

1. Click here to access the Infomaniak Web app kDrive (online service kdrive.infomaniak.com).
2. Open the folder where you want to create an Office document, if necessary.
3. Click on the New button at the top left.
4. Choose the type of document to create:
   
   1. word processing document
   2. spreadsheet (worksheet)
   3. presentation
   4. notebook
   5. draw.io document for diagrams, charts, and wireframes
   6. web favorites
5. Give the file a name.

Save a File

When working online on your Word, Excel, or PowerPoint files, they are automatically saved every time you make changes to them.

If in doubt, you can manually save a document:

• Click on File then Save (if "Save" is disabled, the file has already been saved).
• If needed, you can download a copy of your file in the format of your choice by clicking on Download as...
  

Password-Protected Files

When working online on your Word, Excel, or PowerPoint files, these can be password-protected beforehand. Therefore, the password will be required to open the file in the Infomaniak interface, but it will disappear when saving your document within kDrive.

Indeed, it is not possible to set a password when saving a document to kDrive, nor to retain an existing password.

Add a Bookmark

A feature allows you to add a bookmark, a kind of shortcut to a favorite section of your document, or the equivalent of a web page anchor:

1. Edit a text document on kDrive.
2. Select the portion of text to be used as the reference point.
3. Click on the References tab.
4. Click on Bookmark:
   
5. Name your bookmark.
6. Click the Add button.
7. Your bookmarks will appear below:
   

Quickly Go to Created Bookmarks

Once the document is open:

1. Click on the References tab.
2. Click on Bookmark.
3. Click on the name of the bookmark you want to reach.
4. Click the Go to button to display the document in the background exactly at the previously defined location:
   

Create a Shareable Link Directly to the Bookmark

Once the document is open:

1. Click on the References tab.
2. Click on Bookmark.
3. Click on the name of the bookmark you want to reach.
4. Click the Get Link button to share your document and get a link that will take the user directly to your bookmark's location.
5. Click the Copy button to immediately copy the link to your clipboard:
   

kSuite Users: Get Notified on kChat

A feature allows users to tag (mention) colleagues in document comments via a "+" followed by the user's name:

1. Edit a document on kDrive.
2. Click on the Collaboration tab.
3. Click on Add a comment.
4. Enter your comment, mentioning a user if needed: type the + sign followed by the name:
   

The tagged user receives an email with relevant details: name of the commenter, link to the document, and the comment's date and time.

If the mentioned user is online on kChat (from the corresponding kSuite), instead of receiving an email, they will get a notification via kChat Bot. If the user is offline or in "Do Not Disturb" mode, the system will send an email.

Edit a Document from a Mobile App

Prerequisites

• Know your kDrive ID (kDrive ID)

To further edit documents from your kDrive on an iOS / Android device, use the recommended app to edit your Word, Excel, and PowerPoint documents. Follow the steps below once, and then you'll be able to access your