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Copera Office

Copera Office is the built-in editor for documents, spreadsheets and presentations in Drive. Open any .docx, .xlsx or .pptx file and edit it right in Copera, with your teammates editing the same file at the same time. Changes save automatically back to the original file, so it stays a normal Word, Excel or PowerPoint file you can download at any time.

Supported Formats​

FormatExtensionEditor
Word document.docxDocument editor
Excel spreadsheet.xlsxSpreadsheet editor
PowerPoint presentation.pptxPresentation editor
Markdown.mdMarkdown editor, see Markdown Files

Other files, such as PDFs, images and videos, open in the file preview. Office files in older or other formats (for example .doc or .odt) stay in Drive and can be downloaded.

Creating a File​

  1. In Drive, open the folder where the file should live.
  2. Click New, then Document, Spreadsheet or Presentation. You can also use the Create new buttons on Drive Home.
  3. The new file opens right away, ready to edit.

To have AI Chat write the first draft for you, use the composer on Drive Home or ask AI Chat in the right rail. See AI in Office Files.

Opening a File​

Click a .docx, .xlsx or .pptx file anywhere in Copera: in a Drive folder, in search, in Recents or in a chat message.

  • In the web app, the file opens in a new browser tab, so Drive stays open in the tab you came from.
  • In the desktop app, the file opens as a tab in the Copera window. See Tabs and Windows in the Desktop App.

The editor keeps the Copera top bar and the right rail, so you can reply to a chat or ask AI Chat something without leaving the file.

The File Header​

The header at the top of every file shows:

ElementWhat it does
File icon and titleClick the title to rename the file. The extension is kept.
Drive pathShows the folder the file lives in. Click Move to move it to another folder.
Save statusShows Saving… while your edits are stored, then Saved. It shows Offline if your connection drops.
PeopleAvatars of everyone who has the file open right now.
AI changesLists every change AI made to this file and lets you revert them. See AI in Office Files.
Version historyThe button next to AI changes. Opens the file's earlier versions. See Version History.
ShareOpens the sharing settings for the file. The arrow next to it opens a menu with Share with people and Send for signature.
AI ChatOpens the AI panel for this file.

Below the header you find the familiar menus of each editor, such as File, Home, Insert, Layout, Review and View in documents, Formulas and Data in spreadsheets, and Design and Present in presentations.

Editing Together in Real Time​

When several people open the same file, everyone edits it at the same time. You see each person's avatar in the header and their cursor or selection in the file, and changes appear for everyone within moments. There is nothing to set up: share the file and ask your teammates to open it.

A few advanced elements can't be changed while other people are editing the same file, for example some charts or page settings. Copera tells you when an element is locked, and it is never lost: it stays in the file exactly as it was.

note

Very large spreadsheets open for editing by one person at a time.

Saving​

Copera Office saves automatically as you work. There is no Save button to remember; pressing Ctrl+S (Windows/Linux) or Cmd+S (Mac) simply confirms that everything is saved. If your connection drops for a moment, Copera keeps your changes and sends them when you reconnect, and it warns you before you close a file with changes that are not saved yet.

Every save creates a version you can go back to. See Version History.

Sharing a File​

Click Share in the header to add people, teams or agents and to choose who else can open the file. The options are the same as for any Drive file.

To send the file for signature, click the arrow next to Share and choose Send for signature. DocSign opens with this file ready as a PDF, so you can add signers and fields. This works for documents, spreadsheets and presentations. See DocSign and Sharing Files.

Printing, PDF and Download​

  • Print — Press Ctrl+P (Windows/Linux) or Cmd+P (Mac), or use File → Print.
  • Export as PDF — Use the export to PDF option in the File menu to save a PDF copy of the file. Spreadsheets export every visible sheet.
  • Download — Download the file from its menu in Drive. The download always includes the latest saved changes from everyone.

Files Drafted by Agents​

When an agent drafts a file for you, the file opens with a Drafted by … banner that names the agent. Review the draft and edit it like any of your own files.

Tips and Best Practices​

tip

Keep a file in one place and share the link instead of emailing attachments. Everyone always sees the latest version, and version history keeps the earlier ones.

tip

Let the AI panel make a first pass on a draft, then review what it changed. When you are happy with a change, keep it; if not, revert it from AI changes.

Frequently Asked Questions​

Do I need Microsoft Office to edit these files?​

No. Copera Office edits .docx, .xlsx and .pptx files in Copera. The files stay standard Office files, so people who use Microsoft Office can still open them after you download them.

Why do fonts look slightly different from my computer?​

Copera Office uses the same set of fonts for everyone, so pages and slides break in the same place for every person editing the file. When a file uses a font that is not in the set, a close equivalent is used.

Can two people edit the same cell or paragraph at once?​

Yes. Everyone's changes are merged as they happen. If two people change the very same cell or word at the same moment, the change that arrives last is kept.

Can I edit a file without an internet connection?​

No. Copera Office needs an internet connection. If your connection drops for a moment, your changes are kept and sent when you reconnect.

Where are my files stored?​

In Drive, in the folder shown in the file header. Moving or renaming the file in the editor changes it in Drive too.