Did you know it is possible to have two different people in separate locations work on the same document at the same time? It is possible using a Microsoft feature called Co-Authoring.
You need the following services to make Co-Authoring work
In this example below we have synchronised OneDrive and SharePoint with the PC so files show in File Explorer. However this step is optional.
First of all you need to upload your document to OneDrive or SharePoint and then enable sharing. The other person can then access the document from a shared link or by logging into their SharePoint or OneDrive library on the web.
The other method which is more commonly used among our clients is for the SharePoint Library and OneDrive to be synchronised with the local PC and for the files to appear in File Explorer. We will use this scenario in the remainder of our article because most of our clients use it this way at the moment.
Here is our step by step guide to make this work, followed by some troubleshooting tips.
When you have synchronised your OneDrive or SharePoint folders to your PC, and they appear in File Explorer.
In File Explorer they will appear like this, with your company name. (Our company name is shown here as an example)
SharePoint shows as an icon with high rise buildings. This holds your company shared files. One Drive shows as a cloud and is usually reserved for your own business files and not normally shared.
You can also check whether you have Connected services by opening Word or excel, selecting accounts then viewing the connected services.
When two or more people open the document at the same time it will show like this
First Person View (Excel)
Second Person’s view (Excel)
With Autosave off, you can still share documents but not work on them together.
The process then works like this:
Trouble shooting shared documents can be performed by following these steps.
If you are still experiencing issues, and you are client of ours then please call our help desk. If you are a new client, we do offer a first free consultation that can be used to help you in this instance.
Contact us on (03) 9555 4986 or via the contact form or chat box.