Checking Out a Document for Web Co-Authoring
With M-Files, many users can edit a document at the same time. You can check out a document for co-authoring with Microsoft Office for the web when the Microsoft Office for the web tools and web co-authoring have been enabled for your vault or vaults.
Note: Office for the web has limits for the maximum size of the files. For more
information, refer to Microsoft documentation.
Video: How to Use Co-authoring via Microsoft Office in M-Files
Editing an Office Document in the Co-Authoring Mode
To check out a document for co-authoring:
- Locate the object that you want to make available for co-authoring in M-Files Desktop or M-Files Web.
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Right-click the document and select Check Out for Co-authoring in the
context menu.
Note: Co-authoring is only available for single-file DOCX, XLSX, XLSM, and PPTX documents.Result:In the classic M-Files Desktop, a security warning is opened about who can view and modify the file during co-authoring. If you do not use the classic M-Files Desktop, skip to step 4.
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In the Security Warning dialog in the classic M-Files Desktop, click Begin Co-authoring.
Result:The document is opened in Microsoft Office for the web.Tip: If you use Google Chrome and the browser cannot load the editor, check if the address bar contains an icon informing the user about a blocked redirection. If it does, click it and allow the redirection to be completed. Finally, close the browser window or tab and double-click the document in M-Files to reopen the editor.
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Edit the document in the browser.
Microsoft Office automatically saves your document when you make changes to it.
- When you are done, close the editor tab.
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To end co-authoring, right-click the object in M-Files Desktop or M-Files Web and select Check In.
The user who checks out the document for co-authoring must be the one who also checks it in. The changes made during co-authoring are attributed to the user who checked out the document for co-authoring and checked in the new version.You can reject the changes made in co-authoring by right-clicking the object and selecting Undo Checkout from the context menu.
Participating in Co-Authoring
When a document has been checked for co-authoring, you can participate in the authoring process:
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Locate the co-authored document in M-Files Desktop or M-Files Web
and double-click it to open it in the co-authoring mode.
A co-authored document is marked with a yellow icon that contains a checkmark.Result:A dialog about editing the document in the co-authoring or opening it in read-only mode is opened.
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Select Edit (Co-authoring).
Result:The document is opened in Microsoft Office for the web.Tip: If you use Google Chrome and the browser cannot load the editor, check if the address bar contains an icon informing the user about a blocked redirection. If it does, click it and allow the redirection to be completed. Finally, close the browser window or tab and double-click the document in M-Files to reopen the editor.
-
Edit the document in the browser.
Microsoft Office automatically saves your document when you make changes to it.
- When you are done, close the editor tab.