Starting a Co-authoring Session

Applies to: iManage Work Desktop for Windows , Classic Office Integration, DeskSite and FileSite

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 images/download/thumbnails/63810386/ShareOnlineIcon.png button in the top-right corner of the screen while editing a document online.

The document owner sharing the document can:

  • Invite an external collaborator only, or also invite an internal collaborator from the same organization.

  • Restrict view only or edit permissions to the external and internal collaborator.

  • Revoke permissions after sharing the document.


iManage Work Desktop for Windows and Classic Office Integration

  1. Open an iManage Work document from your Office application. On the iManage tab, in the Co-Authoring group, select Invite People. The WorkCoAuthoring dialog box appears.

  2. Provide your Office 365 credentials, and select Sign in.

  3. 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 are not iManage users, by entering their email addresses.

  4. In the Message field, enter the required text.

  5. Select Share, and then select Yes when prompted to confirm.
    The document is checked out to your OneDrive location, and an email that you can send to the invited users, appears.

  6. Send the email so that other users can participate. Alternately, select Send and File to file the email invite to iManage Work.
    To send the email without reviewing, clear the Review in Outlook check box.

DeskSite

  1. Navigate to a document in DeskSite.

  2. Select the Co-Authoring tab.

  3. Select Invite People.

  4. Provide your Office 365 credentials, and select Sign in.

  5. In the Editors and Viewers fields, enter the names of users with whom you want to share the document. Alternately, select the images/download/thumbnails/63810386/image2018-3-1_20-8-1.png icon for these fields to search for the required users. You can invite external collaborators who are not iManage users, by entering their email addresses.

  6. In the Message field, enter the required text. You can invite external collaborators, who are not iManage users, by entering their email addresses.

  7. In the Message field, enter the required text.

  8. Select Share, and then select Yes when prompted to confirm.
    The document is checked out to your OneDrive location, and an email that you can send to the invited users, appears.
    To send the email without reviewing, clear the Preview email before sending check box.

FileSite

  1. Navigate to a document in FileSite.

  2. Select the Co-Authoring tab.

  3. Select Invite People.

  4. Provide your Office 365 credentials, and select Sign in.

  5. In the Editors and Viewers fields, enter the names of users with whom you want to share the document. Alternately, select the images/download/thumbnails/63810386/image2018-3-1_20-8-1.png icon for these fields to search for the required users. You can invite external collaborators who are not iManage users, by entering their email addresses.

  6. In the Message field, enter the required text. You can invite external collaborators, who are not iManage users, by entering their email addresses.

  7. In the Message field, enter the required text.

  8. Select Share, and then select Yes when prompted to confirm.
    The document is checked out to your OneDrive location, and an email that you can send to the invited users, appears.
    To send the email without reviewing, clear the Preview email before sending check box.


NOTE:

  • The Review in Outlook/Preview email before sending check box is also available for the Finish, Unlock, and Request Access features.

  • For some 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 Co-Authoring supports both online and desktop editing for Excel documents and users can select the method best suited per their organizational requirements. Select Yes when iManage prompts you to open the document online. You can customize this default behavior to ensure that Excel documents open in desktop Excel. For more information, see Customizing the User Experience in Office Applications.