Co-Authoring a Document with Microsoft 365 Desktop Applications

Important:

This feature is in development and more functionalities will be available soon. Current limitations:

  • You can only co-author documents that were created after the feature was enabled.
  • You cannot co-author multi-file documents.

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

With desktop co-authoring, it is not important who starts or finishes editing the document. Anyone with the necessary permissions can participate.

To edit a document with desktop co-authoring:

  1. In the listing area, find the document that you want to edit.
  2. Complete one of these steps:
    • Double-click the document.
      or
    • Right-click the document and select Edit.
    Result:The document opens in the desktop application.
  3. Make your changes.

    Your changes are saved automatically. However, they will be included in the version history only when the document is checked in. Changes by others are visible in the document and preview area in M-Files.

    When there are live changes in the document, there is a purple Edited with new changes mark () on the document icon on the metadata card.

  4. When you are done with your edits, close the desktop application.
To save the document version:
  1. In M-Files, right-click the document in the listing area and select Check in.
    Result:The document version is saved to M-Files.