Configure how documents should be opened from KanBo

Documents can be opened in many manners from a KanBo Card or Board's Documents section.

The options are:

  • opening in Office suite programs (Word, Excel, PowerPoint) with ability to edit online. 

With this option, the file is opened in Office suite program and while saved, all changes are saved in your SharePoint library. KanBo confirms a change by displaying a version of the edited document in card's stream, 

  • opening in Office Online (Word Online, Excel Online, PowerPoint Online) to edit online. 

With this option, the file is opened in Office Online in a browser and while saved, all changes are saved in your SharePoint library. KanBo confirms a change by displaying a version of the edited document in card's stream,

  • opening files on your local PC without the ability to edit them online,

  • downloading files.

By default, while clicking on three dots (more) button near a document, you will see options only for: opening a document, opening it in the browser (Office Online), opening in Office suite app and downloading. There is also the detach option. While clicking on the document directly, it will be opened on your local PC without the ability to edit 

You can change the behavior and order of options for editing and opening a document using the four options mentioned above. 

Example:

With this configuration, the document is opened in Office suite program on click. When clicking on more button, the order is as it follows:

1) opening in Office suite,

2) opening in Office Online,

3) Opening as a file on your PC,

4) Downloading the file.

<doc-actions default="office">
   <type value="office" />
 <type value="online" />
  <type value="file" />
  <type value="download" />
 
</doc-actions>

You can change the doc-actions default to "office", "online", "file" or "download". In such a case, the chosen value will be used when you click on a document.

You can change the order of type values in configuration and it will have an impact on the order of options while selecting more (three dots) button.

When one of type values option is removed, it will be no longer visible in more section's options.

The configuration below must be added into <plugins> section of web.config.

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