Egnyte enables users to collaborate on files to easily edit them. These collaborative editing sessions can be carried out when an application, such as Microsoft 365 for the web or Google Workspace, allows co-editing. This helps users work on the same file at the same time without creating multiple copies.
Starting or Joining a Collaborative Session
Users can start the session from both Folder Listing, File Preview, and Quick View.
Folder Listing
- Hover over the three-dots menu on a file and click on the Edit icon. Select the application to edit the file in.
Alternatively, select Edit -> Application from the context menu. - As soon as the collaborative editing session begins on a file, a UI indicator will be added for the particular file.
File Preview
When previewing a file, users can click on Edit and select the application to collaborate with others in real-time.
As soon as the collaborative session begins, a UI indicator will be added to the file.
Quick View
Egnyte domains on Business, Enterprise Lite, Enterprise, Starter, Essentials, Elite and Ultimate plans will have access to the Quick View feature. Within Quick View, users can click on Edit dropdown and select the application to collaborate with others in real-time.
Configuring a Default App
When both Microsoft 365 on the web and Google Workspace integrations have been added to the domain, a domain admin can configure one of the integrations to be the default app for editing.
- Navigate to Apps and Integrations.
- Click on App Control Center and hover over the preferred app. Click on Settings.
- Enable Set as default app for editing for the preferred app and click on Save.
Desktop App, Mobile App, etc.
In Desktop App, the file will be "locked" - except for the case when the file is being opened by the same user who had started editing the file in Microsoft 365 on the web or Google Workspace (v3 integration) earlier.
Additional Resources
Learn more about co-editing by watching a Quick Tip on Egnyte University: Co-edit Files in the Web UI