Document collaboration and co-authoring

With Office and OneDrive or SharePoint, multiple people can work together on a Word document, Excel spreadsheet, or PowerPoint presentation. When everyone is working at the same time, that's called co-authoring.

Co-authoring is available in Office when documents are stored in SharePoint or OneDrive and the other requirements below are met.

Name and location of other person editing your document
See where others are and what they're typing

Note: Co-authoring is not available for documents protected with Information Rights (IRM) or Rights Management Service (RMS). For more info on collaborating without co-authoring, see Can I collaborate without co-authoring?

Updated May 3, 2017 thanks to customer feedback.

What kinds of co-authoring can I do in Office?

There are two types of co-authoring that are supported in Office, regular and real-time co-authoring. Both let multiple people collaborate and work together on documents.

Regular co-authoring is when you and others can simultaneously work on a document, and not block each other. You can see who else is working on the document. While a co-author is editing a paragraph, that paragraph is locked from editing by others. When new changes are made by others, you see an Updates Available status in your document or presentation. When you save, you see changes that others have made. Your document is refreshed, on save, with changes that everyone else has saved since the last time you saved. If you're using an application supporting regular co-authoring, you can co-author with someone who's using a version that supports real-time co-authoring.

Real-time co-authoring is when two or more people type and the text changes for everyone at the same time. With real-time co-authoring, you can see the cursor location of the other editors on your screen. Formatting changes show as well. If you co-author with someone who's using a version that supports only regular co-authoring, you won't see edits from them in real time.

What do I need to co-author a document?

Co-authoring is available for documents stored in OneDrive or SharePoint. Co-authoring with Excel and real-time co-authoring in Word and PowerPoint are supported in OneDrive and SharePoint Online only. When you store Excel documents on SharePoint server or any documents locally on your computer, you won't be able to co-author.

Co-authoring with Office is turned on by default in OneDrive and SharePoint. However, co-authoring may be blocked or turned off by an administrator.

To co-author with others, you need:    

  • A shared storage area   OneDrive, OneDrive for Business, SharePoint Online, or a SharePoint Server document library are shared storage areas which enable co-authoring. Regular co-authoring is supported for Word and PowerPoint documents stored in on-premises SharePoint Server libraries. For real-time co-authoring with Word and PowerPoint and any co-authoring in Excel, SharePoint Server document libraries are not supported.

  • Apps that support co-authoring   Word and PowerPoint on all devices and versions more recent than Office 2010 support regular co-authoring. The Excel mobile apps and Excel 2016 with Office 365 also support regular co-authoring. Real-time co-authoring is supported in Word 2016, Word Online and PowerPoint Online.

  • A co-authoring friendly document    Co-authoring is only supported on modern file formats: .docx, .pptx, and .xlsx. A few features are also not supported, such as VBA. Documents with track changes do not support real-time typing in Word.

  • Edit permissions for co-authors    All co-authors must have permission to access and edit the documents.

Note: Updates from your co-authors will come in at the pace of the supported app they are using. For example, if you are in Word 2016, you can co-author with people who are using Word Online or Word for Mac. You'll see people's changes from Word Online in real-time, and changes from Word for Mac users as they save.

Create or open documents for co-authoring

You can create documents in Office Online or Office desktop products. These topics will help you learn how to co-author documents:

  • Collaborate on Word documents with real-time co-authoring

  • Collaborate on Excel workbooks with co-authoring

  • Work together on PowerPoint presentations

  • Work together on Office documents in OneDrive

  • Share or co-author a presentation in PowerPoint for Mac

  • Share and collaborate on files in Office for Android

  • Use OneDrive on iOS

Choose whether you want others to see changes as they happen
When in Word 2016, you have the option to work real-time or not.

Share your documents to collaborate and co-author with others

A key to collaborating and co-authoring is sharing your documents. In SharePoint, OneDrive, and Office apps you can share files with others.

To find out more about sharing documents in OneDrive and SharePoint, look at these topics:

  • Share files or folders in Office 365

  • Share files and folders in OneDrive for Business

  • Share your document in Word 2016 for Windows

  • Share sites or documents with people outside your organization

Can I co-author offline?

When you open a shared document in a desktop or mobile app, it doesn't matter if you're connected or not, you can keep working. If there are others editing the same document, they won't be able to see your changes while you're offline. When you go back online, you'll be notified of any changes that are available, and others will see that you have changes.

When you're working in Word, the paragraph you're working in is locked so that no one can overwrite what you're working on. When you go offline with Word, it is possible to work on the same paragraph as someone else in your group. When you save your changes, you'll get a pop-up message saying there is a conflict. You can then click through to where you'll be able to sort it all out.

Sentence with conflict in Word
A conflict being resolved in Word 2016

If you're working on a file that's in a sync folder (such as OneDrive or OneDrive for Business), it syncs when you come back online, regardless of whether the app (Word, PowerPoint) is running. When you reconnect, your file automatically syncs. If there are conflicts, you'll get an alert. For more info see Sync OneDrive.

Who can co-author documents

By default, in SharePoint the groups and permissions assigned to a library where you store or create a document are inherited by all documents in the library. For example, on a team site where everyone has read/write permissions, anyone can co-author. While a SharePoint Online document library with read-only permissions only allows peopleto view documents, though no one but the author can make changes unless explicitly invited.

SharePoint permissions are inherited, but you can set different ones for specific people. If a SharePoint library shares for view only, you can give edit permission to some users. However, if the library is set for edit permissions for everyone, you can't restrict a few to just viewing. You can override inherited permissions with a higher permission, not a lower permission. For more info on permissions, see Understanding permission levels in SharePoint

With SharePoint MySite, OneDrive for Business personal library, or consumer OneDrive, your files need to be explicitly shared. By default, they can only be edited and viewed by the owner of the library. You can select who can edit individual files by sharing to people or groups with edit permissions. For more on sharing, see Share files or folders in Office 365.

Can I co-author documents with Office 2007 or older?

Although you can upload files via Word and PowerPoint 2007 or earlier to SharePoint Online or OneDrive, and you can open them for editing, you can't co-author these documents with those legacy applications. When a user opens a document with Word or PowerPoint 2007, SharePoint Online or OneDrive creates a lock on the document and prevents other users of Office from editing that document. To take best advantage of co-authoring in Word or PowerPoint, it is recommended that all users work with at least Office 2010 on the desktop, Office Online, newer Mac or a mobile app.

Can I co-author my files with a storage provider other than SharePoint or OneDrive?

Yes, Microsoft has worked with dozens of partners worldwide so you can co-author with Office Online. Check your storage provide to see if co-authoring with Office Online is supported.

There is no support, however, for third-party providers with Office desktop or other platforms and Microsoft does not support co-authoring documents stored on Google Drive.

Here are some links to get you started.

  • New cloud storage options for Office mobile and Office Online

  • From DropBox help: How do I edit Microsoft Office documents with someone else?

Troubleshoot co-authoring in SharePoint, OneDrive, and Office

If co-authoring isn't working correctly, there are several things that can cause problems. To help troubleshoot your co-authoring sessions and setup, see Troubleshoot co-authoring in Office.

How can I tell if my collaborator has updated the documents we're collaborating on?

If you've shared your documents using OneDrive or OneDrive for Business you can receive an email message letting you know that the document has been updated.

Can I collaborate without co-authoring?

You can still collaborate without co-authoring, such as when you've got unsupported file formats or you're using Information Rights Management (IRM). While everyone works separately, documents can be shared and checked out by others to write or update. In SharePoint, you can create workflows that track and enforce how a document is edited and approved. Additionally, you can create alerts on documents or libraries, or subscribe to an RSS feed so you're notified when changes are checked in. For more about checking documents in or out, workflows, and alerts:

  • Check out or check in files in a document library

  • Overview of workflows included with SharePoint

  • Create an alert or subscribe to an RSS feed

Other topics of interest

If you haven't used Word Online or Office Online, you can test drive it here: Word Online. To change to a different online app, click the app launcher App launcher button and choose another app.

Here are a few blog posts that might have valuable information for you:

  • Word real-time co-authoring—a closer look

  • Office Online—chat with your co-editors in real-time

  • History—collaborate with confidence!

  • Real-time co-authoring in the Excel Web App: Why and how we did it

  • Co-author a presentation in real time using PowerPoint Online

Here are some Help links:

  • Smarter attachments

  • Enable and configure versioning for a list or library

  • How does versioning work in a list or library?

  • Check out or check in files in a document library

For SharePoint administrators:

  • Overview of co-authoring in SharePoint

  • Disable co-authoring in SharePoint

  • Configure the maximum number of co-authoring authors in SharePoint

Note:  For more information about how to co-author documents, search the Help for Word, PowerPoint, and Office Online. For more information about configuring SharePoint for document collaboration and co-authoring, see the TechNet web site.

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