Write and Maintain your MS Office documents online with Zoho plugin

by Ivan on May 18, 2009

zohoplugin The Zoho Plug-in for Microsoft Office lets you work offline on your documents and spreadsheets with Microsoft Word/Excel and then have these changes reflected directly in your Zoho account when back online online. The plugin bridges the gap between online and offline office productivity.

Which Zoho Services are available with this Plugin?

  1. Zoho Writer for documents (.doc/.docx)
  2. Zoho Sheet for spreadsheets (.xls)
  3. Zoho Share for publishing your local .doc/.xls files.

Key Features

1. Create, edit and save documents & spreadsheets directly to Zoho Writer/Sheet from within Microsoft Word/Excel.

2. Open and edit Zoho documents & spreadsheets in Microsoft Word/Excel and save it back to Zoho services (Writer/Sheet).

3. Publish local offline documents/spreadsheets for the external world to see using Zoho Share.

How do I publish my offline documents using Zoho Plugin?

MS Office users who wanted to publish their documents/spreadsheets, residing in their local drive & offline, can do so now with this version of Zoho Plugin.

When you open a document or spreadsheet in Word/Excel, it will display "Publish in Zoho Share" in the drop-down menu when you click on Add-Ins followed by Zoho Writer or Zoho Sheet tab.

Here’s how publish in Zoho share works:

1. Open a new or an existing offline document/spreadsheet residing in your local drive or desktop in MS Word/Excel.

2. Click on "Publish in Zoho Share" option from Add-Ins >> Zoho Writer/Zoho Sheet menu. You will be prompted to save the document in case they are publishing a new un-saved one.

3. A pop-up box will come up asking the user to accept the declaration and Terms of Service for publishing local documents.

4. Once You are done with agreeing to Terms of Service, they will be asked to choose the license type for the publishing document. Default is "All Rights Reserved"

5. Click Upload to publish the document in Zoho Share. The document will be public and can be viewed by anyone.

6. Once the document is successfully uploaded to Zoho Share, user will get a status message that says "Document Published Successfully".

How to install Zoho Plugin?

Download it from Zoho.com. The file name ‘zohoplugin.exe’ will be saved to your preferred location on your local machine.

TIP: Close all your MS Office applications before you install this plug-in. After the initial check is over, double click on the ‘zohoplugin.exe’ file to begin the installation process.

How do I use Zoho Plugin with MS Office?

Once the installation process is over, the Zoho Buttons will show up within the Add-Ins tab on the Office (Microsoft Office 2007) toolbar.

You need to have a Zoho account to make use of the plug-in.

Currently you can sign in to any of the Zoho services – Sheet (http://sheet.zoho.com) or Writer (http://writer.zoho.com) and start using the plug-in.

There is also an option to create a new Zoho account from the Zoho Plugin credentials page. Click on the “New Zoho User? Sign Up” link to set up an account with us. This is for the users who have downloaded the plugin but are yet to sign up for Zoho Services.

Overview of Zoho Plugin:

1. Option to keep a local copy

Keep a local copy of the existing document/workbook that is available in Zoho Writer & Sheet. To achieve this, just need to enable the check box “Keep a local copy” when logging in to access their documents from within Microsoft Word/Excel.

2. Added a new tab – Local Documents

Now that the You can have a copy of the online document/workbook in their local drive, there is a new tab “Local Documents” added to the “Add-Ins” option in Word/Excel.

You can access the local copy by clicking on this particular tab. Locally downloaded documents/spreadsheets are password protected now. You are asked to provide Zoho account password when opening a local copy of the document/spreadsheet.

The enhanced security is to prevent unauthorised access. You also have the option to delete the local copy. Click on local documents tab from Add-Ins, select the document & choose delete button to perform the above operation.

3. Offline editing of documents/workbooks

User can now edit their documents/workbooks offline using the local copy and can sync up the updated offline version with the online version of the document/workbook in Zoho Writer/Sheet by connecting to the internet, signing in to their Zoho account from the Add-ins tabs in Word/Excel and then choosing the option “Save in Zoho Writer/Sheet”.

4. Multi-user Support

Our earlier version of Office Plugin did not allow the guest user of Windows to access the documents/workbooks. Now guest You (as opposed to only allowing You with Administrator privileges previously) who have an account with Zoho can access & edit their documents/workbooks in MS Word/Excel.

Tip: If you are working on an offline version of the document/sheet in MS Word/Excel and that is the most updated version, you can sync up the updated offline version with the online version of the document in Zoho Writer by connecting to the internet, signing in to your Zoho account from the Add-ins tabs in Word/Excel and then save the document once by clicking "Save" or "Ctrl+S" from your keyboard. Once you do the above process, both the offline & online version of the document/sheet will be in sync.

Specs

Zoho Plugin is compatible for Microsoft Office version 2000 & above and currently supports English Language versions of Office only.

Link: http://www.zoho.com/zohoplugin/home.html

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