Document collaboration and co-authoring

With Office and OneDrive or SharePoint, multiple people can work together on a Word document, Excel spreadsheet, or PowerPoint presentation. When everyone is working at the same time, that's called co-authoring.

Flags indicating that two authors are working in a Word document

What do I need to co-author a document?

Co-authoring is available for documents stored in OneDrive or SharePoint.

To co-author with others, you need:

A shared storage area OneDrive, OneDrive for Business, SharePoint Online and SharePoint Server are shared storage areas which enable co-authoring.
Apps that support co-authoring Word and PowerPoint on all devices and versions more recent than Office 2010 support co-authoring. The Excel mobile apps and Excel 2016 with Office 365 also support co-authoring.
A co-authoring friendly document Co-authoring is only supported on modern file formats including: .docx (Word), .pptx (PowerPoint), and .xlsx (Excel).
Edit permissions for co-authors All co-authors must have permission to access and edit the documents.

Create or open documents for co-authoring

You can create documents in Office Online or Office desktop products. These topics will help you learn how to co-author documents:

Share your documents to collaborate and co-author with others

A key to collaborating and co-authoring is sharing your documents. In SharePoint, OneDrive, and Office apps you can share files with others.

To find out more about sharing documents in OneDrive and SharePoint, look at these topics:

Can I co-author offline?

When you open a shared document in a desktop or mobile app, it doesn't matter if you're connected or not, you can keep working. If there are others editing the same document, they won't be able to see your changes while you're offline. When you go back online, you'll be notified of any changes that are available, and others will see that you have changes.

When you're working in Word, the paragraph you're working in is locked so that no one can overwrite what you're working on. When you go offline with Word, it is possible to work on the same paragraph as someone else in your group. When you save your changes, you'll get a pop-up message saying there is a conflict. You can then click through to where you'll be able to sort it all out.

A conflict being resolved in Word 2016

If you're working on a file that's in a sync folder (such as OneDrive or OneDrive for Business), it syncs when you come back online, regardless of whether the app (Word, PowerPoint) is running. When you reconnect, your file automatically syncs. If there are conflicts, you'll get an alert. For more info see Sync files with the OneDrive sync client in Windows.

Who can co-author documents

By default, in SharePoint the groups and permissions assigned to a library where you store or create a document are inherited by all documents in the library. For example, on a team site where everyone has read/write permissions, anyone can co-author. While a SharePoint Online document library with read-only permissions only allows peopleto view documents, though no one but the author can make changes unless explicitly invited.

SharePoint permissions are inherited, but you can set different ones for specific people. If a SharePoint library shares for view only, you can give edit permission to some users. However, if the library is set for edit permissions for everyone, you can't restrict a few to just viewing. You can override inherited permissions with a higher permission, not a lower permission. For more info on permissions, see Understanding permission levels in SharePoint

With SharePoint MySite, OneDrive for Business personal library, or consumer OneDrive, your files need to be explicitly shared. By default, they can only be edited and viewed by the owner of the library. You can select who can edit individual files by sharing to people or groups with edit permissions. For more on sharing, see Share files or folders in Office 365.

Can I co-author documents with Office 2007 or older?

Although you can upload files via Word and PowerPoint 2007 or earlier to SharePoint Online or OneDrive, and you can open them for editing, you can't co-author these documents with those legacy applications. When a user opens a document with Word or PowerPoint 2007,SharePoint Online or OneDrive creates a lock on the document and prevents other users of Office from editing that document. To take best advantage of co-authoring in Word or PowerPoint, it is recommended that all users work with at least Office 2010 on the desktop, Office Online, newer Mac or a mobile app.

Can I co-author my files with a storage provider other than SharePoint or OneDrive?

Yes, Microsoft has worked with dozens of partners worldwide so you can co-author with Office Online. Check your storage provider to see if co-authoring with Office Online is supported.

There is no support, however, for third-party providers with Office desktop or other platforms and Microsoft does not support co-authoring documents stored on Google Drive.

Here are some links to get you started.

Troubleshoot co-authoring in SharePoint, OneDrive, and Office

If co-authoring isn't working correctly, there are several things that can cause problems. To help troubleshoot your co-authoring sessions and setup, see Troubleshoot co-authoring in Office.

How can I tell if my collaborator has updated the documents we're collaborating on?

If you've shared your documents using OneDrive or OneDrive for Business you can receive an email message letting you know that the document has been updated.

Microsoft Office Tutorials

Friday, February 8, 2019