Enabling Desktop Co-Authoring

To enable desktop co-authoring in a vault, you must first complete provisioning for the feature. For instructions, refer to Provisioning for Desktop Co-Authoring in M-Files knowledge base.

Desktop co-authoring requires M-Files March '25 Update or later.

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.

Note:

After desktop co-authoring is enabled, it cannot be disabled.

Note:

This feature is in development for M-Files Web and the new M-Files Desktop. More functionalities will be available soon.

For a full list of functionalities and limitations, refer to Desktop Co-Authoring FAQ in M-Files knowledge base.

  1. Open M-Files Admin.
  2. In the left-side tree view, right-click a vault and select Properties.
    Result:The Document Vault Properties dialog opens.
  3. In the Desktop co-authoring section of the General tab, enable Enabled.
    Result:A confirmation dialog opens.
  4. Click Yes to close the confirmation dialog.
  5. In Tenant ID, enter your organization's Microsoft 365 tenant ID.
    Make sure that you use the same tenant where you provisioned this feature. For information on where to find the ID, refer to How to find your tenant ID in Microsoft documentation.
  6. In SharePoint URL, enter your organization's Microsoft SharePoint root URL.
    Example:{organization}.sharepoint.com
  7. Click OK.