The FYI Co-edit with Client function allows you to share editable documents with clients, their employees, bookkeeper and business contacts. It also allows more than one person to work on a document at the same time so both your client and your team members can work together on the same document. Refer also to Overview - Co-edit with Client.
This could be used, for example for an Annual Checklist that the client can fill in and enter any questions. There is no need for the client to email the document back to practice. While it is in Co-edit with Client, the document is held on your practice's OneDrive in the relevant client's folder so you have access to see any changes the client has made.
Do not Co-edit with Client any Excel Spreadsheets with Linked Cells. Macros and Other Controls
It is likely that your clients do not have licensed versions on Microsoft Office. Therefore do not Co-edit with Client any Excel spreadsheets that have linked cells between spreadsheets, macros, or other controls such as buttons. It is likely your clients will not have the option to open the spreadsheet in the desktop application. For more information refer to Co-editing Excel Spreadsheets with Linked Cells, Macros and other Controls, or Links to specific Worksheets.
Sharing a document as Co-edit with Client
You can only use Co-edit with Client for an Office document (Word, Excel spreadsheet or Presentation) and this cannot be sent as PDF.
Important Note: If you want to share a document as Co-edit with Client with more than one person, select all the recipients when you perform the Share. Once a document is in Co-edit with Client, it cannot be shared with any other external users. If you subsequently need to share it with additional people, you would need to Finish Client Co-editing and re-share it again with all the required people.
In FYI, select one or more Office documents. Refer also to Selecting Documents in a List.
Click the Share button in the tool bar. The Create Email drawer displays.
In the Create Email Drawer, for the Send via option, select OneDrive.
- Include as PDF must be set as "Off".
- When Send via is OneDrive and Include as PDF is "Off" an additional option Co-edit with Client displays.
- Click Co-edit with Client to set this "On". The recipient will be able to access and edit the document with the link that is sent. Also, any of your practice's team members will have access to edit the document.
Note: Any external users that have access to the Share Folder will be able to view the document even if it isn’t shared directly with them, but they will not be able to edit it so that any changes will be seen by the internal team members.
- When Co-edit with Client is "Off", the document is shared as read only, but it is sent as an Office document (not as a PDF).
- In the Drawer, select the template to use. The template must include the Attachment Link Merge Field (refer to Setting up an Email Template to Send via OneDrive in Including Merge Fields in Email Templates and Signatures.
- The Cabinet and Categories set as the default for documents that are Co-edited with your clients are the filing defaults that have been set for your OneDrive Admin Account, that is, the FYI user who has linked your practice's OneDrive (refer to Link your Practice's OneDrive Admin Account). To set the filing defaults for a user, refer to Setting Defaults and Filing Defaults for your Own Login - My Settings.
You can change any filing details for the email that will be sent to the Client.
- You can select additional recipient(s) to send the email to or send as the CC.
Note: All recipients will be able to edit the shared document.
- Select Save or Send in the same way as any other email to save it as Draft in FYI, Draft in Outlook or Send Immediately. By default, this is set as Draft in FYI.
When the email is sent to the client, it is created in the same way as notification of the send and this includes a link to each document that was attached. Refer to Sharing Documents via OneDrive.
When a document is marked for Co-edit with Client, it shows the Co-edit with Client icon in the lists.
Any documents that are shared as Co-edit with Client are also included in the Client - Collaborate tab.
Documents that cannot be shared as Co-edit with Client
You cannot Co-edit with Client documents that are locked because they being edited, because of its workflow status, or if it is already being Co-edited Internally. If any of the selected documents cannot be shared for Co-edit with Client, the Co-edit with client switch is not enabled and displays the following message when you try to click it.
- If the document is locked because it is already being edited by another user, first finish the editing. Refer to Opening, Editing and Finish Editing Documents.
- You cannot Co-edit with Client a document that is locked because it has a workflow Status of "Completed", "Approved", "Pending Client Signature" or "Client Signed". A user with the appropriate workflow Approval Level can first change the workflow status. Refer to Workflow Basics.
- If the document is being Co-edited Internally, first finish the internal Co-edit and then Co-edit with Client. Refer to Finish Co-editing in Co-editing an Internal Document.
If you select a document other than an Office document (for example, a PDF or an email) it will be shared as read-only and will not be shared as Co-edit with client.
Document can be Displayed and Edited by Client
In the same way as when a document is shared with the client as read only, the client clicks the link in the email to access the document. If relevant, they will be asked to request the verification code and enter this to access the document. The client can only access the specific document and the access is given to that specific user only.
The document opens directly from your practice's OneDrive Admin Account. The client can make any changes using Office online. The following is an example of a document opened in Excel Online where the client is making changes.
Making Changes to a Document that is in Co-edit with Client
Documents in Co-edit with Client can also be edited a team member, as long as the user has access to the Cabinet the document is filed under. The document can be opened from the Client - Collaborate tab or from any Documents list.
Once a document is in Co-edit with Client, it cannot be edited exclusively by a user.
- Select the document in a list.
The Co-edit button displays in the tool bar (instead of the Edit button).
- Click Co-edit to open the document for editing in the relevant Office Online product (Word Online, Excel Online or PowerPoint Online).
The following is an example of a document opened in Excel Online. It shows the changes that have been made by the client and it is now being edited by the team member.
Note: When you make a change to a document in Co-edit with Client, it does not show in your Home - My Edits.
More than One User Working on a Document at the Same time
In the same way as when Co-editing an internal document, if the client (or another team member) is editing the document that is in Co-edit with Client at the same time that you have the document opened, and you are working in the same area of the document, you will also see any changes being made by the other person as they make them.
If the client or another person is editing, a flag displays next to where the other user is working with the person's initials.
You can hover over the initials to see the name of the client who is Co-editing the document which is the account the client logged in as.
If the client is editing at the same time as a team member is also editing, the client will see that person's initials.
The client can hover over the initials to see the name of the other user who is Co-editing the document.
Actions that are Not available when Document is in Co-edit with Client
- You cannot Delete a document that in in Co-edit with Client. First, Finish Client Co-editing (see below) and then you can Delete.
- When a document is in Co-edit with Client, you cannot use Save as New Version from the Versions section in the drawer.
- You cannot change the client with Bulk Update.
If you need to do any of these actions, first Finish Client Co-editing.
Workflow Status and Co-edit
If the workflow Status is changed for a document that is already in Client Co-edit (for example, to "Approved" or "Completed") the document is then locked for users and no further Client Co-editing changes can be made. If further changes are needed, change the workflow Status to unlock it.
Finish Client Co-editing
Finish Client Co-edit can only be done by the user who initiated the Co-edit with client, or by an FYI administrator.
- Select the document in a list.
- In the drawer, click Finish Client Co-editing.
- Click Yes to confirm.
If you need to make the document Co-edit with Client again, you can share it again with the client.
Note: If the client has the document open when you click Finish Client Co-editing, you will see a message that the document cannot be synced.
User Showing in the Activity and Modified By
Currently, because the documents are being added to the OneDrive folder, the documents in Co-edit with Client may show initially the user as the Modified By user, or the Saved by user, as the user set up as the admin account for your OneDrive (refer to Link your Practice's OneDrive Admin Account). When a user edits a document that is in Co-edit with Client, the Modified By shows the relevant name. When a user finishes Co-edit with client, this will once again show the Modified By user as the user set up as the account for your OneDrive.
Activity Section in the Drawer
As well as any changes to the filing details, the Activity section in the drawer shows the audit trail of who Client Co-edited the document and when the Client Co-edit started and was finished. This shows the user as the admin account for your OneDrive (refer to Link your Practice's OneDrive Admin Account).
Versions Section in the Drawer
When the document is Client Co-edited, a new version is added to the Versions section in the drawer.
When a document is marked “Finish Client co-editing", the updated document is added as a new version in FYI. This automatically creates the audit trail and, if needed, allows you to restore earlier versions.