Co-Authoring a Document with Microsoft 365 Desktop Applications

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
    • Open the context menu for the document and select Edit.
    Result:The document opens in the desktop app.
  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. M-Files automatically checks in documents with changes every hour. You can see changes by others are 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. Close the desktop app.
To save the document version:
  1. In M-Files, open the context menu for the document in the listing area and select Check in.
    Result:The document version is saved to M-Files.