5k. Inviting Coauthors to Collaborate

To collaborate on a single file in real time, you can create a share link from the web portal or your desktop client. You can also invite users to collaborate from within the Collaborative Web Editor.

  1. Click the File tab and select Share Link. The Share Access dialog box displays.
  2. You can create a public share link to allow anonymous users to edit the file:
    1. Select the Public Share URL radio button, and then click the Copy button to ensure that you capture the URL of the file.
    2. Select the Allow anonymous users to edit files checkbox to let anyone who launches the share link to edit the file using the Collaborative Web Editor.
    3. Click the Share button to save your settings. You will then be able to paste the share link in an email, chat, or other messaging device.
  3. Alternatively, you can create a secure share link to require recipients to log in:
    1. Select the Secure Share radio button.
    2. In the Recipients field, enter the name of the coauthor. The name of this new user will display in the lower portion of the screen.
    3. Ensure the Can Modify checkbox is selected. The Can Modify permission allows this user to edit the file.
    4. Click the Share button to send the share invitation to the recipient(s).
  4. To view a list of coauthors, click the View Users button. A pop-up window displays, showing a list of users who are actively editing the document. When these users make changes, their edits are visible immediately and are marked with a vertical bar.

  5. Hover over the vertical bar to view editing details.