Note: These instructions are written specifically for staff responsible for updating the PDM Clinic Operations Manual, but the same process works for other OneDrive documents. You will need to sign in to your Penn O365 account before proceeding.
Opening the Document
- When you need to edit a shared document in OneDrive, the document will typically open in a browser window. If track changes are enabled, you will see an alert like the one below. Click "Okay" to dismiss.
- For a smoother editing experience, click the "Reviewing" dropdown and select "Open in Desktop App."
- You may see an alert asking if you really want to open the file. Click "Yes."
- When the document has opened in Microsoft Word, you'll see the following pop-up in your browser. Ignore both buttons and close the entire browser tab.
Editing the Document
With "Track Changes" still enabled, begin editing text as needed. If you find it distracting to edit in "All Markup" mode (which displays all insertions and deletions in highlighted text), you can switch to a less obtrusive mode like "Simple Markup" or "No Markup."
If you need to draw a colleague's attention to a section of text, highlight it with your mouse and click "New Comment." You can @their_name to send them an alert.
Important: For edits to the Clinic Operations Manual, do not "Accept" any edits, and do not turn off Track Changes.
Once you are done editing, click "Save" and close the file.
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