Word Desktop Editing Integration - 04/2025

🎯 Objective

With this new feature, you will learn how to edit documents directly in Microsoft Word Desktop without needing to download them. All changes will be automatically synchronized with the netLex platform after saving and closing Word.

This article contains the following sections:

• What is the Word Desktop Integration?

• How to use the feature?

• Enabling the feature

• Editing a document in Word

• Notifications

• Attention to rules

• Possible errors and solutions

• Frequently asked questions

 

📝 What is the Word Desktop Integration?

Now, netLex internal users can edit their documents in Word Desktop without needing to download or manually upload them. This integration solves issues such as:

✔ Alternative to the netLex editor: edit as you prefer without losing platform benefits.

✔ Direct real-time editing in Word: eliminate unnecessary downloads and uploads.

✔ Centralized control: avoid multiple document versions while a user is editing.

✔ Guaranteed security: permission control and single authentication.

 

⚙️ How to use the feature?

🔑 Enabling the feature

To use Word editing, the user must have the "Editing in Word" permission in netLex. It can be activated in Settings > Access Profiles, within the "Editing" section. This permission requires the user to already have access to "Direct Editing" in the netLex editor.

 

📝 Editing a document in Word

1. From the top menu (three dots) or the bottom menu (cloud with a downward arrow) of the document, select the Open in Desktop (Word) option.
   
   
2. A pop-up window will appear with warnings and editing rules.
   
   
3. If desired, enable notifications to receive alerts when the editing time is about to expire.
   
   
   
   
4. The document will open in Word, and you can edit it normally.
   
   
5. Remember to save every 10 minutes to avoid locks and loss of changes.
   
   
6. When closing Word, the edits will be automatically synchronized with netLex. 🎉

📩 Notifications

• After enabling notifications for the netLex page in your browser and Windows, you will receive a notification when the time is about to expire.
• When the time ends, another notification will be sent.

 

⚠️ Attention to rules

🔹 Only one user can edit a document at a time.

🔹 If more than 10 minutes pass without saving, the document will be locked.

🔹 The link with the questionnaire will be lost when enabling Word editing, just like in the Editor. This means that changes in the questionnaire will not be reflected in the document after editing.

 

💡 Possible errors and solutions

In corporate environments, it is common for Word’s default settings to prevent access to and editing of netLex documents. If you encounter any of the following errors, follow the steps below to enable editing in Word.

✅ Authorizing the netLex domain:

1. Open Word and go to File > Options.

2. In the Trust Center tab, click on Trust Center Settings.

3. Go to the Trusted Locations tab and enable Allow Trusted Locations on my network.

4. Click Add new location and enter your netLex access address (Example: https://yourcompany.netlex.com.br).

5. Enable Subfolders of this location are also trusted.

6. Save the changes and restart Word.
   
   

✅ Disabling Protected View:

1. Open Word and go to File > Options.

2. In the Trust Center tab, click on Trust Center Settings.

3. Go to Protected View and disable Enable Protected View for files originating from the Internet.

4. Save the changes and restart Word.
   
   

✅ Restoring file blocking settings:

1. Open Word and go to File > Options.

2. In the Trust Center tab, click on Trust Center Settings.

3. Go to File Block Settings and click Restore Defaults.

4. Save the changes and restart Word.
   
   

 

❓ Frequently Asked Questions

1) Does this feature support real-time co-authoring?
👉 No. Microsoft does not provide this feature for this integration.

2) What versions of Microsoft Office are compatible?
👉 Windows: Office 2010 SP2 or later.
👉 MacOS: Versions after 11/09/2011.

3) What if Word crashes or the computer shuts down?
👉 You will only lose changes made after the last save.

4) How do I know if someone else is editing?
👉 The document will display a notification showing who is editing.

5) I got the error "LOADING FAILURE" when trying to save. What does it mean?
👉 This error occurs when Word’s connection with netLex is closed due to inactivity (no saving action in the last 10 minutes).

To resolve it:
✔ Save the document locally.
✔ Reopen the Word editing session through netLex.
✔ Copy and paste the changes from the local document or upload the updated file.

🚀 Enable notifications in your browser to be alerted about editing time!