Sendlinx allows you to create a new MS Office document (i.e., Word, Excel, or PowerPoint) directly in the portal by going to My Docs > New Office Doc.
Users with Standard and Pro types of Sendlinx accounts can use the Office Doc feature for free, whereas Business account users will need a proper Office license to use the feature.
Create a Document
To create a new document, click the New Office Doc link.
Choose the type of document you like to create, such as a Word file, an Excel file, or a PowerPoint Presentation.
In this example, we are going to create a new Excel file. Enter a filename, then click ADD FILE.
The document will be created and opened in a new tab. This file is automatically saved in the My Docs location.
After updating the file, click the drop-down button, then click My Docs to save the changes.
View a Document
To view a document, right-click on the file, then select Preview.
The file will be opened in a new tab as a View-only mode.
Edit a Document
To update a document, right-click on the file, then select Preview.
The file will be opened in a new tab as a View-only mode by default. To edit the file, click the drop-down button, then select Editing.
You can now update the file after entering the Editing mode. Ensure to save the file to store any changes.
