Checking Out a Document for Co-Authoring with Microsoft SharePoint
If you do not use Microsoft Office for the web, you can use the co-authoring functionality with Microsoft SharePoint. In co-authoring with Microsoft SharePoint, also a person without an M-Files account can participate in the co-authoring process. For instructions on how to set the co-authoring features to be used with Microsoft SharePoint, see the knowledge base article Customizing Co-Authoring and Sharing Features.
Editing an Office Document in the Co-Authoring Mode with Microsoft SharePoint
- Locate the object you want to make available for co-authoring in M-Files.
-
Either:
Note: By default, co-authoring is available for DOCX, XLSX, and PPTX files only.Result:A security warning is opened about who can view and modify the file during co-authoring.
- Click Begin Co-authoring in the Security Warning dialog.
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In the Co-authoring dialog, click Send
Link to send the shared object link to co-authoring participants
with your mail client.
You can also right-click the object you have checked out for co-authoring and select Send Co-authoring Link whenever you want to share the co-authoring link to someone.Please note that anyone with the link can view and modify the file.
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Double-click the object in the listing area to begin co-authoring.
Result:The document is opened in Microsoft Office for the web.
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Click Edit in Browser in the upper right corner to begin
editing in the co-authoring mode.
M-Files functions (such as adding metadata to the content) are not available during co-authoring.
- Optional: Click Open in Word (or Open in Excel or Open in PowerPoint) above the Office ribbon to begin co-authoring in the desktop application.
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Save your changes if you are using the desktop application.
Microsoft Office automatically saves your document when you make changes to it.
- Close the document.
- Right-click the object in M-Files, and select End Co-authoring from the context menu.
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Finally, right-click the object again and select Check
In to check in the changes.
The user who checks out the document for co-authoring must be the one who also checks it in. This M-Files user is responsible for the changes made in the document. 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 with Microsoft SharePoint
When a document has been checked for co-authoring, there are two ways you can take part in co-authoring the document.
- Either:
- Click Edit in Browser in the upper right corner to begin editing in the co-authoring mode.
- Optional: Click Open in Word (or Open in Excel or Open in PowerPoint) above the Office ribbon to begin co-authoring in the desktop application.
-
Save your changes if you are using the desktop application.
Microsoft Office automatically saves your document when you make changes to it.
- Close the document.