The FYI Co-edit function is similar to the Edit function except that, instead of locking a document so that only one person can work on a document, Co-edit allows more than one user to work on a document at the same time. This allows team members to work together on the same document, even remotely.
There may be certain documents that are left as Co-edit all the time, and some documents that are only set for Co-Edit while they are being prepared by mutiple team members. Examples of when Co-edit could be used are:
- A marketing calendar that multiple user maintain.
- Policies and Procedures that are being worked on by more than one person.
- Workpapers in an Excel spreasheet where both the preparer and the partner are working on the spreadsheet a the same time.
Co-edit can only be used for Office document (Word, Excel and PowerPoint). Also, it can only be used for the latest versions of Office documents. It cannot be used for emails.
Co-editing a document automatically creates a copy of the document in your practice's shared OneDrive account under the folder FYI - Co-edits.
Any changes to a document must be made using the Office Online product (such as Word Online, Excel Online, PowerPoint Online). Although the Office Online products do not have all the functionality of Office Desktop products, we strongly recommend that you always use the Online versions to avoid any conflicts when saving documents.
In the background, any changes to Co-edited documents are saved back to FYI every 10 minutes. This is to limit any potential data loss (for example, if the document is accidentally deleted in OneDrive).