Either the owner of a document or the user who has full access or read/write access, can invite other users during the co-authoring session by selecting Invite People in the Co-Authoring group, or
selecting the Share button in the top-right corner of the screen while editing a document online.
The document owner who shares the document can:
Invite an external collaborator, or also invite an internal collaborator from the same organization.
Restrict view-only or edit permissions to the external and internal collaborators.
Revoke permissions after sharing the document.
To start a co-authoring session:
Open an iManage Work document from your Microsoft Office application.
On the iManage tab, in the Co-Authoring group, select Invite People.
In the WorkCoAuthoring dialog, provide your Microsoft 365 credentials, and select Sign in.
In the Editors and Viewers fields, enter the names of users with whom you want to share the document. You can invite external collaborators who aren't iManage users, by entering their email addresses.
In the Message field, enter the required text.
Select Share, and then select Yes when prompted to confirm.
The document is checked out to your Microsoft OneDrive location, and an email that you can send to the invited users, is displayed.Send the email so that other users can participate. Alternatively, select Send and File to file the email invite to iManage Work when it’s being sent.
To send the email without reviewing, clear the Review in Outlook check box.
NOTES:
In Microsoft Windows 11, when sending out an invite to co-author a document, there's no indication on the Microsoft Outlook icon (Windows taskbar) that the email is waiting to be sent. In this situation, open Microsoft Outlook to send the email.
When connected to iManage Cloud servers, when you start a co-authoring session for large files (above 5 MB), the email invite may take some time to be displayed.
The Review in Outlook/Preview email before sending check box is also available for the Finish, Unlock, and Request Access features.
For some Microsoft Office applications, such as Microsoft Excel 2016 or earlier, co-authoring is available only in the online mode and not in the native application. iManage Work Co-Authoring supports both online and desktop editing for Microsoft Excel documents and users can select the method best suited to their organizational requirements.
When iManage prompts you to open the document online, select Yes. You can customize this default behavior to ensure that Microsoft Excel documents open in desktop Excel. For more information, refer to Customizing the user experience in Microsoft Office applications.