This document will help users who are looking for a way for multiple people to work on a document simultaneously. With collaboration (known by Microsoft as co-authoring) multiple people can have the document open and being edited at the same time, and everyone can see what the other co-authors are adding with auto-saving. To achieve real-time collaboration and updating, it must be done from the web apps, which does not have the full functionality of the desktop applications.
| Note |
|---|
Note: With Office and documents saved on a network drive like the R: Drive, only one user can edit the document at a time; other users who want to edit it will get a notice that the document is locked for editing by the person who first opened it. While you can co-author using desktop applications, they must be checked out/checked in, and this is not real-time updating. |
To co-author:
Save your document to OneDrive.
Go to https://portal.office.com and log in with your OTC credentials.
Open up the application for the document you want to work on collaboratively.
Open the document you want to collaborate on. If you don't see the document listed, scroll to the bottom and click More in OneDrive. You should be able to find your document there.
In the upper right corner of the document, click the Share button.
Here, you can get a link to share with people, and/or email them the link to the document. The default permissions are set to Anyone with the link can edit. To change this, click the permission text and choose from the options presented, then click Apply.
Enter email addresses for people you want to send the sharing link to and click Send:
orClick Copy Link and you'll get a link you can send.
Now others can click the link and (after logging in if prompted to do so) edit the document.
...
Wait a minute or two. Sometimes it takes some time for Excel and the cloud to communicate with each other.
Tell everyone to click the Enable Editing button if it appears.
If you are using OneDrive to sync files, make sure it is not paused, and make sure that Use Office 2016 to sync files... is turned on. Find more details on this setting.
Make sure the file is not read-only.
On a Windows PC, open the file and go to File > Info. Resolve any errors that may be shown there.
...
If you need additional help, please contact the Help Desk:
...
...
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|