Co-Authoring a Document with Microsoft 365 applications

With native 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 native 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 or Edit in web app .
    Result:The document opens in the desktop or web 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 in the document and preview area in M-Files. You can also see everyone who edited the version in the Version editors property on the metadata card.

    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.