Getting Started
- What is M-Files?
- What is Metadata?
- Intro to the M-Files Interface
- Accessing M-Files
- M-Files Terminology
- Saving Documents with Metadata
- Introduction to Metadata Cards
- How to Save Documents
- Finding Information with Metadata
- How to Use Quick Search
- Organizing with Views
- How to Use Views
- How to Use the Pinned Tab
- The M-Files Way to Collaborate
- How to Modify Documents
- How to Share Documents
M-Files Products
- Introduction to M-Files Mobile Application
- Introduction to M-Files Hubshare
- Introduction to M-Files for Microsoft Teams
- Introduction to M-Files Aino AI Assistant
- Introduction to Desktop Co-Authoring in M-Files
Beyond Basics
- Grouping Information
- Creating Views in M-Files
- Search Options
- How To Create Document Collections
- How to Create Multi-File Documents
- How To Create Relationships Between Objects
Tips and Tricks
- How to Create and Complete Assignments
- How to Create Notifications in M-Files
- How to Use and Create Document Templates
- How To Use Offline Mode in M-Files
- How to Change the Default Check-In Functionality
- How to Use Workflows in M-Files
- Permissions in M-Files
- How to Convert Documents to PDF Format
- How to Avoid Creating Duplicate Content in M-Files
- How to Co-Author Documents with Office 365
Introduction to Desktop Co-Authoring in M-Files
Modern work thrives on collaboration. With desktop co-authoring, you can edit documents simultaneously in Microsoft 365 desktop applications, while M-Files organizes information, guides business processes, and automates security and compliance.
How to use desktop co-authoring in M-Files
What is Desktop Co-Authoring?
Desktop co-authoring means that many people can edit documents together using Microsoft 365 desktop applications on new M-Files Web and new M-Files Desktop.
You can co-author documents from start to finish without switching between applications, benefiting from the full functionality of desktop applications, including rich document styles.
Also, co-authoring now becomes the default behavior when opening a document. This means that there is no need to initiate the co-authoring session separately, and anyone with the appropriate permissions can participate in the session.
Other Benefits of Desktop Co-Authoring
You can take full advantage of familiar desktop applications. This ensures better performance, access to advanced formatting tools, and a familiar user interface without compromises.
Editors can see each other’s modifications live while editing the document, and the latest live information is always visible in M-Files.
You will no longer miss on any vital information because co-authoring updates are now visible in real-time. No need for check-outs or check-ins just to make changes visible to others.
Ending the co-authoring session is no longer required by the person who started it. Anyone participating in the process can leave the co-authoring session without worrying about lost changes or other people’s availability.
If needed, you can still open documents in read mode or check them out for personal editing.
With desktop co-authoring in M-Files, collaborating on documents with colleagues has never been easier.