Edit an Office type file on the kDrive web app (online service at kdrive.infomaniak.com)

This guide explains how to create, save and edit an Office file (text, spreadsheet, presentation...) on the Web app kDrive (online service kdrive.infomaniak.com).

Preamble

• Refer to this other guide if you are looking for information on editing documents on the kDrive mobile app (application for iOS/Android smartphone or tablet).
• Your files are never analyzed and are exclusively stored in Switzerland.

PDF files

Refer to this other guide if you are looking for information on editing (including signing) documents in PDF format.

Text files, spreadsheets, presentations...

Prerequisites

• To create and collaborate on a spreadsheet or text document, etc. directly on the web app, the file in question must be less than 100 MB in size; otherwise, the document will be downloaded and you will need to edit it locally on your computer with an Office-type application (e.g., OnlyOffice).
  • Be mindful of the images you insert into your documents (compress them to reduce their size and quality if necessary).

The Web app kDrive (online service kdrive.infomaniak.com) natively integrates the applications Docs, Grids and Points which allow you to create, edit and collaborate online on documents of type Word .docx, Excel .xlsx and PowerPoint .ppsx:

1. Click here to access the Web app kDrive Infomaniak (online service kdrive.infomaniak.com).
2. If necessary, open the folder in which to create an Office document.
3. Click on the New button in the top left corner.
4. Choose the type of document to create:
   
   1. text document
   2. spreadsheet
   3. presentation
   4. notebook
   5. draw.io document for diagrams, schematics and wireframes
   6. web favorites
5. Name the file.

Save a file

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

If you are unsure, you have the option to manually save a document:

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

Password-protected files

When you work online on your Word, Excel, or PowerPoint files, these can be previously protected by password. Consequently, the password will be requested for opening the file in the Infomaniak interface but it will disappear upon saving your document within the kDrive.

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

Add a bookmark

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

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

Quickly navigate to created bookmarks

Once the document is opened:

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

Create a share link leading directly to the bookmark

Once the document is opened:

1. Click on the References tab.
2. Click on Bookmark.
3. Click on the bookmark name to go to.
4. Click the Get a link button to share your document and get a link that will take the user to the exact location of your bookmark.
5. Click the Copy button to directly put it into the clipboard:
   

kSuite users: be notified on kChat

A feature allows users to tag (mention) colleagues in a document's 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 necessary: type the sign + followed by the name:
   

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

If the mentioned user is online on kChat (of the relevant kSuite), instead of receiving an email, they will receive a notification via kChat Bot. If the user is offline or in "do not disturb" mode, the system will send an email.