Enabling desktop co-authoring

Important information:
  • After desktop co-authoring is enabled, it cannot be disabled.
  • You can only enable one type of co-authoring in one vault. If web co-authoring is enabled, you must disable it before you can enable desktop co-authoring.
  • This feature is available for M-Files Web and the new M-Files Desktop. For more information about future improvements and functionalities, refer to Microsoft 365 Storage and Desktop Co-Authoring FAQ in M-Files Support Portal.
  • It is recommended to use desktop co-authoring with M-Files September '25 Update or later.

Before you can enable desktop co-authoring in a vault, you must set up a connection between M-Files and Microsoft 365. For instructions, refer to Setting up a Microsoft 365 Connection in the M-Files Manage user guide. After you set up the connection, please wait at least an hour before you enable desktop co-authoring so that the connection can take effect.

Desktop co-authoring is available for M-Files Cloud customers in selected M-Files platform editions. When this feature is enabled, it is the default edit operation for documents that can be co-authored.

  1. Open M-Files Admin.
  2. In the left-side tree view, open the context menu for a vault and select Properties.
    Result:The Document Vault Properties dialog opens.
  3. In the Microsoft 365 storage section of the General tab, select Enabled.
  4. In Tenant ID, enter your organization's Microsoft 365 tenant ID.
    Make sure that you use the same tenant that you set up the connection for. For information on where to find the ID, refer to How to find your tenant ID in Microsoft documentation.
  5. In SharePoint URL, enter your organization's Microsoft SharePoint root URL.
    Example:https://{organization}.sharepoint.com
  6. Select Enable Desktop Co-Authoring
  7. Select OK.