Create a Document with Microsoft 365

Clasp integrates with Microsoft 365, so you can create Word documents, Excel spreadsheets, and PowerPoint presentations directly inside Clasp — without leaving the browser. Documents are saved automatically to Clasp Drive and linked to their case.

Create a document from Clasp Drive

1. Click Clasp Drive in the sidebar.

2. Click + New.

3. Select the document type: Word Document, Excel Spreadsheet, or PowerPoint Presentation.

4. Name the document and click Create.

5. The document opens in the browser using Microsoft 365 for editing.

Create a document from a case

1. Open the case.

2. Click the Documents tab.

3. Click + New.

4. Select the document type.

5. Name the document and click Create.

Note: You must have a Microsoft 365 connection enabled for your workspace. See Connect Microsoft 365 for setup instructions.

Tip: Documents created inside a case are automatically linked to that case and visible in the Cases tab of Clasp Drive.

Related: Upload a File · Clasp Drive Overview · Connect Microsoft 365