Skip to content
Draft
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
176 changes: 138 additions & 38 deletions docs/embedded/development/content-experiences/office-experience.md
Original file line number Diff line number Diff line change
@@ -1,79 +1,179 @@
---
title: Office Experiences
description: Overview of Office experiences with SharePoint Embedded content
ms.date: 06/18/2025
title: Office file experiences for SharePoint Embedded
description: Learn how Office file experiences work with SharePoint Embedded, including versioning, collaboration, co-authoring, breadcrumb navigation, and Microsoft 365 search integration.
ms.date: 04/27/2026
ms.localizationpriority: high
---

# Office file experiences for SharePoint Embedded

Office file experiences for SharePoint Embedded platform will work in a similar manner to Microsoft 365 platform.
Office files in SharePoint Embedded containers behave similarly to Office files stored in OneDrive and SharePoint sites. This article describes how these experiences work in SharePoint Embedded applications.

## Opening Office documents from SharePoint Embedded

Office documents from SharePoint Embedded apps can be opened for viewing and editing in Office web or in the Office application for a richer viewing and editing experience. AutoSave feature saves your files automatically as your user's work and is enabled for each Word, Excel, and PowerPoint file stored in your SharePoint Embedded Application Apps.

Documents stored in an archived container can’t be viewed or accessed. Applications must handle the archived state of the container by displaying an appropriate error message and guiding end users on the next steps to regain access, such as reactivating the container.
Office documents in SharePoint Embedded apps can be opened and edited in Office for the web or in desktop Office applications for a richer experience. AutoSave is enabled by default, automatically saving changes to Word, Excel, and PowerPoint files as users work. Documents in archived containers can’t be accessed or viewed. Applications should handle this state by displaying an appropriate message and guiding users on how to unarchive the container before access attempts.

## View or restore a previous version of an Office document from SharePoint Embedded

Versioning is automatically enabled on each Word, Excel, and PowerPoint file stored in your SharePoint Embedded Apps, that helps your users to see what changes have been made in a file, compare different versions, or restore the version you want. This is incredibly important to your users if a mistake was made, a previous version is preferred, or in multi-user coauthoring scenarios when your users are collaborating with others and someone makes changes your users didn't want in a file.
Office document versioning is controlled by the `isItemVersioningEnabled` setting in your [container type configuration](/graph/api/resources/filestoragecontainertypesettings). Users can track changes, compare versions, and restore earlier versions when needed—whether to recover from mistakes, revert to a preferred version, or manage changes in collaborative scenarios.

## Collaborating on Office documents from SharePoint Embedded

It's simple for your users to collaborate on your SharePoint Embedded Application's Office documents – they can **Share documents** with specific peers or with people outside your organization by Creating a shareable link to use wherever needed, Send an email invitation or @mention in comments to tag someone for feedback and, **Collaborate in real time** by co-authoring in Office with SharePoint Embedded Applications.
Users can share files with specific individuals or external users via links, email invitations, or @mentions in comments, and collaborate in real time through co-authoring in Office.

> [!NOTE]
> Mentions require target users to [have an Microsoft 365 license assigned to them](../auth.md#mention-users-in-office-documents).
> Users you @mention must [have a Microsoft 365 license assigned to them](../auth.md#mention-users-in-office-documents).
>
> Mentions are restricted to people inside the consuming tenant's organization. Mentions exclude guests and users from other tenants in a multitenant setting.
> The @mentions feature is restricted to people inside the consuming tenant's organization and excludes guests and users from other tenants in a multitenant setting.

### Share your documents
### Share your files

#### Send an email invite
#### Send an email invitation

Share your SharePoint Embedded documents by sending an email invitation to specific people:
Share your SharePoint Embedded files by sending an email invitation to specific people:

- Select Share, start typing the email addresses or contact names of people you want to share with. When you begin to enter info in the box, you can also choose a contact from the list that appears.
- Include a message if you want and hit Send.
- Select **Share** and start typing the email addresses or contact names of people you want to share with. You can choose contacts from the list that appears.

#### Create a shareable link
#### Create a sharing link

Creating a shareable link makes it simple to share your SharePoint Embedded document in an email, document, or IM.
SharePoint Embedded app users can share their files by sending a link.

- Select Share, Copy Link, and Paste the link wherever you want
- Change any permissions of the link if needed
- Select **Share**, select **Copy Link**, and paste the link wherever you want.
- Change any link permissions if needed.

#### Co-Author
### Co-author

If you want others to edit with you, you can easily share files and collaborate with trusted peers for a fresh perspective. When you need help with a presentation, you can invite trusted peers to help you get it into shape. This means that when you work on a file, they can as well. You’ll see their changes and they’ll see yours—as you make them! Use @mentions in comments to get someone's attention.
Users can collaborate on Office files by sharing them with trusted peers. Shared files can be edited together in real time, with changes visible as they happen. @mentions in comments help bring others into the conversation for feedback.

- See who else is in the document and where they're working.
- A presence indicator shows where someone is making changes. See any changes right as they're being made.
- See changes made by others and see what's happened while you were away.
- See a presence indicator where someone is making changes, and view those changes in real time.
- See changes made by others and review what happened while you were away.

#### Levels of sharing access
### Levels of sharing access

There are different options for sharing SharePoint Embedded Application Office Documents from:
The following table describes the sharing options available for SharePoint Embedded content:

| If you want to … | Sharing Setting to Set |
| ---------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Allow Anyone who receives the link access to SharePoint Embedded Application File | **Anyone** gives access to anyone who receives this link, whether they receive it directly from you or are forwarded from someone else. This might include people outside of your organization. |
| Allow anyone in your organization to access to your SharePoint Embedded Application File | **People in \<Your Organization\>** gives anyone in your organization who has the link access to the file, whether they receive it directly from you or forwarded from someone else. |
| Secure your SharePoint Embedded Application docs only to specific people. | When you need to prevent recipients from forwarding a shared link, use the **Specific People** permission. **Specific people**  gives access only to the people you specify, although other people might already have access. If people forward the sharing invitation, only people who already have access to the item will be able to use the link. |
| Reshare the link with specific people | **People with existing access**  can be used by people who already have access to the document or folder. It doesn't change the permissions on the item. Use this if you just want to send a link to somebody who already has access. |
| If you want to … | Setting |
| --- | --- |
| Allow anyone who receives the link access to SharePoint Embedded content | **Anyone** gives access to anyone who receives this link, whether they receive it directly from you or it's forwarded from someone else. |
| Allow anyone in your organization to access SharePoint Embedded content | **People in \<Your Organization\>** gives anyone in your organization with the link access to the file, whether they receive it directly from you or it's forwarded from someone else. |
| Restrict your SharePoint Embedded content to specific people | When you need to prevent recipients from forwarding a shared link, use the **Specific People** permission scope. **Specific People** grants access only to the recipients you designate explicitly. If a recipient forwards the sharing invitation, only people who already have access to the item can redeem the link. |
| Reshare the link with specific people | Use **People with existing access** to share a link with someone who already has access to the document or folder. This option doesn't change any existing permissions. |

## Breadcrumb properties on Office documents from SharePoint Embedded

Breadcrumb properties are used by Office clients to display breadcrumb-style elements within Office client UI that aid your users in associating Office files with your Application.
Breadcrumbs in SharePoint Embedded apps are derived from the corresponding container type configuration. If `urlTemplate` is configured on your container type, breadcrumb links in Office clients direct users to your application using the URL template.

> [!NOTE]
> We recommend specifying 'Current Channel' to take advantage of Breadcrumb patterns and future enhancements to Office Apps. Learn more about [specifying update channels for Office Apps](/deployoffice/updates/overview-update-channels).
> We recommend specifying **Current Channel** to take advantage of breadcrumb patterns and future enhancements to Office apps. Learn more about [specifying update channels for Office apps](/deployoffice/updates/overview-update-channels).

The following diagram shows how these properties map to breadcrumb display in Office clients (Office for the web and desktop Office applications):

![Screenshot of breadcrumb pattern in SharePoint Embedded applications](../../images/office2.png)

Here are a few examples of SharePoint Embedded application breadcrumb navigation in Office clients.

![Screenshot of breadcrumb options in SharePoint Embedded applications.](../../images/office1.png)

## Opening files from Microsoft 365 search

When users search for content on Microsoft 365 (for example, on Office.com), search results include files stored in SharePoint Embedded containers. Selecting a search result opens the file in an appropriate viewer. For file types without a built-in Microsoft viewer, the destination depends on the container type's [URL template](/graph/api/resources/filestoragecontainertypesettings#properties).
Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

"When users search for content on Microsoft 365 (for example, on Office.com), search results include files stored in SharePoint Embedded containers. " this is again not true and depends on the isDiscoverabilitEnabled flag of the CT.

Copy link
Copy Markdown
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

addressed in line 84

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Line 84 does not address the statement is untrue. Search results include SPE content is dependent on the flag. "when users do X, Y is included" vs "when users do X, Y is included if Z is defined" are two different things.


You can control whether files appear in Microsoft 365 search results using the [`isDiscoverabilityEnabled`](/graph/api/resources/filestoragecontainertypesettings#properties) container type configuration.

The `urlTemplate` property on a container type specifies the URL pattern used by Microsoft 365 when users open files from search results. If the `urlTemplate` property isn't configured, users who select non-Office or non-PDF files in Microsoft 365 search results are redirected to a generic help page that explains the file is stored in a third-party application and should be opened there.

### How file types are handled

The destination URL for a file in search results depends on the file type and whether `urlTemplate` is set:

| File type | `urlTemplate` set? | Behavior when selected from search |
|---|---|---|
| Word, Excel, PowerPoint | Either | Opens in Office for the web |
Copy link
Copy Markdown
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

What are the files types we need to document here? @Danwinter

For example, what is everything we can open in Excel (.csv, xlsx... etc)

Copy link
Copy Markdown

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

WAC technically also supports Visio (.vsdx) OneNote (.one) etc. As the list of extensions is huge, maybe we should say "Files with a supported Microsoft 365 web viewer (Word, Excel, PowerPoint, Visio, OneNote, and others)". Alternatively, frame the distinction as "files that have a Microsoft 365 web viewer" and have an ", etc" after PowerPoint.

| PDF | Either | Opens in the SharePoint Embedded PDF Previewer |
| All other types | Yes | Redirected to your application via `urlTemplate` |
| All other types | No | Redirected to a [Microsoft help page](https://aka.ms/spe-openfilelocation) |

### Configuring `urlTemplate`

Set the `urlTemplate` property on your container type using the [Update fileStorageContainerType](/graph/api/filestoragecontainertype-update) API. The value is a URL with placeholder tokens that Microsoft 365 resolves to actual item identifiers at the time a user selects a search result.

#### Requirements

The `urlTemplate` value must meet the following requirements:

- Use a valid absolute URL with the `https://` scheme. HTTP URLs are not accepted.
- Not resolve to a loopback address, such as `localhost` or `127.0.0.1`.

> [!IMPORTANT]
> If the URL fails validation, `urlTemplate` is silently set to `null` without returning an error. To confirm your configuration, read back the value after setting it.

#### URL template syntax
Copy link
Copy Markdown

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Add a requirements or constraints subsection under "Configuring urlTemplate" either above or below the URL template syntax:

  • Must be a valid absolute URL.

  • Must use https://. HTTP is not accepted.

  • Cannot be a loopback address (localhost, 127.0.0.1, etc.).

  • Note the silent discard behavior so developers can diagnose misconfigurations (set a value, read it back, get empty).

    If a URL fails these checks, urlTemplate is silently set to null — the URL is discarded without surfacing an error to the caller at read time.


```text
https://app.contoso.com/open?tenant={tenant-id}&drive={drive-id}&item={item-id}
```

Tokens are enclosed in curly braces and replaced with values for the specific item the user selects. Most tokens are removed from the URL if they can't be resolved. The exceptions are `{tenant-id}` and `{drive-id}` — if unresolved, these remain as literal text in the URL.

#### Supported tokens

| Token | Value your application receives |
|---|---|
| `{tenant-id}` | ID of the consuming tenant; used to make tenant-scoped Graph API calls |
Copy link
Copy Markdown

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Lets clarify this is a GUID

| `{drive-id}` | DriveId of the container; use with the Graph APIs to reference the container |
| `{folder-id}` | ID of the item's immediate parent folder; omitted entirely from the URL for root-level files |
Copy link
Copy Markdown

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Lets call this ItemId instead of ID. ID may lead readers to believe it is the item Guid which it is not.

| `{item-id}` | ID of the driveItem |
Copy link
Copy Markdown

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Lets call this ItemId instead of ID. ID may lead readers to believe it is the item GUID which it is not.

| `{site-domain}` | -- |
| `{list-id}` | -- |
| `{site-url}` | -- |
| `{ownershipType}` | -- |
| `{itemname-guid}` | -- |
| `{folderpath-guids}` | -- |

For more information on custom properties, see [Custom properties on fileStorageContainers](/graph/api/filestoragecontainer-post-customproperty).
Copy link
Copy Markdown

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

This is referenced but not explained. We should have a short paragraph before this line that explains that custom container properties can be used as tokens in urlTemplate if they have isPatternToken set to true.


#### Example

If your container type has `urlTemplate` set to:

```text
https://app.contoso.com/open?t={tenant-id}&d={drive-id}&i={item-id}
```

Then when a user opens a `.txt` file from a search result, Microsoft 365 redirects them to a URL like:

```text
https://app.contoso.com/open?t=72f988bf-86f1-41af-91ab-2d7cd011db47&d=b%21abc123...&i=01ABC...
```

Your application receives the tenantId, driveId, and itemId as query parameters and can use them to retrieve and open the file via the Microsoft Graph API.

#### Setting `urlTemplate` via Graph API

Use the PATCH endpoint [Update fileStorageContainerType](/graph/api/filestoragecontainertype-update) to update `urlTemplate`:

```http
PATCH https://graph.microsoft.com/v1.0/storage/fileStorage/containerTypes/{containerTypeId}
Content-Type: application/json

{
"settings": {
"urlTemplate": "https://app.contoso.com/open?t={tenant-id}&d={drive-id}&i={item-id}"
}
}
```

### Limitations

#### Updates to the urlTemplate are not instantaneous

The destination URL for each file is stored in the Microsoft 365 search index. If you configure or update `urlTemplate` after files have been indexed, search results will continue to use the previous destination until the index is updated. Microsoft 365 performs incremental index update automatically, but there may be a delay before updates are reflected.

Breadcrumb patterns for SharePoint Embedded Application Apps are constructed from container properties configured for your Apps. The following diagram maps the container properties to breadcrumb presentation in Office clients:
#### `urlTemplate` is scoped to the container type

![Screenshot of breadcrumb pattern in SharePoint Embedded Applications](../../images/office2.png)
The template applies to all container instances of the corresponding container type across all consuming tenants. Use the `{tenant-id}` token to route users to the correct tenant within your application.

Here are few examples of SharePoint Embedded Application breadcrumb display within Office client experiences.
#### `{folder-id}` reflects the item's immediate parent

![Screenshot of breadcrumb options in SharePoint Embedded Applications.](../../images/office1.png)
If a file is stored at the root of the container, `{folder-id}` is omitted from the redirect URL rather than passed as an empty value. Make sure your application handles URLs where this parameter is not present.