Collaborative Web Editing is Here!

January 19, 2017

You asked, we delivered!  nDrive - New and enhanced features! With the real-time Collaborative Web Editor, you can edit documents, spreadsheets, and presentations when working in the web portal, without needing to download a separate application or navigate away from the system. Additionally, the Collaborative Web Editor allows you to make these changes simultaneously with multiple coauthors, and lets you see each edit in real time.   

How do I get started?   

Launching the Collaborative Web Editor

To use the Collaborative Web Editor:

  1. In the Files tab of the     web portal, navigate to the file that you want to edit.
  2. Right-click the file and     select Edit.        
  1.         The file opens in the fully integrated, real-time Collaborative Web     Editor.         
  2. To configure advanced settings,     click the Manage button.        
  1.         The left-hand navigation bar expands.       
  2. In the left-hand navigation     bar, click the Advanced     Settings link to turn on and off features, such as     commenting, spell check, auto-save, and so forth. You can also choose to     view or disable real-time collaboration changes.          
  2. While still in the Files     section of the tool, you can:
  3. Click Save to save      the file.
  4. Click Save as to      save the file with a new name.
  5. Click Share Link to      generate a share link for a standard user or guest user. The recipient      will be given privileges to co-edit the document using the Collaborative      Web Editor. 
  6. Click Download as to      download the file to your local machine. You will be presented with the      option to download the file in your preferred file format.
  7. Click Print to      print the document using your preferred printing device.
  8. Click Help to view      a comprehensive listing of all available functionality.             
  1. Click the Back to Document link     to collapse the left-hand navigation menu.

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.        
  1.         The Share Access dialog     box displays.      
  2. You can create a public share     link to allow anonymous users to edit the file:
  3. Select the Public Share URL radio      button, and then click the Copy button      to ensure that you capture the URL of the file. .
  4. 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.
  5. 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.      
  1. Alternatively, you can create a     secure share link to require recipients to log in:
  2. Select the Secure Share radio      button.
  3. 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
  4. Ensure the Can Modify checkbox      is selected. The Can      Modify permission allows this user to edit the file.
  5. In the Share Options section,      select Secure      Share.
  6. Click the Share button      to send the share invitation to the recipient(s).      
  1. To view a list of coauthors who     are actively editing the file, click the View Users button.     
  1.         When these users make changes, their edits are visible immediately and are     marked with a vertical bar.        
  2. Hover over the vertical bar to     view editing details.        

Chatting with Coauthors

When you are collaborating on a document in real time, you can use the Chat feature to communicate and share ideas with coauthors. 

  1. In the left-hand navigation     bar, click the Chat button     to reveal the chat window.         
  2. Enter your message in the Chat dialog box     and click the Send button.     A visual overlay displays over the recipient’s Chat button, indicating     that a new message is available to view.        

Editing with Coauthors

The Collaborative Web Editor allows you to edit using its Track Changes feature. You can also embed comments into files to aid in the collaboration process. 

Note: If the file is later downloaded and opened on a local machine, these edits and comments will remain, and will display in all applications that support Track Changes and commenting (for example, Microsoft Office products).

  1. To turn on Track Changes, click     the Track     Changes button found at the bottom right-hand corner     of the screen.        
  1.         All changes made by you and coauthors will display in bubbles, allowing     other users to accept or reject these changes.        
  2. To add a comment, highlight the     appropriate portion of the file, right-click the highlighted content, and     then select Add     Comment.         
  1.         A pop-up bubble displays, allowing you to type a comment.        
  2. To view all comments in the     document, or to respond to an existing comment, click the Comments button     in the left-hand navigation bar. You can use the toolbar to edit, delete,     or mark a comment as resolved.        


Want to lean more or need help getting started? Contact our team!


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