Issue
When trying to co-edit a document, you might encounter the following errors:
- Sorry, you don't have access
- Access Denied. (Name) does not have permissions to access this resource.
Causes
This could be caused by one of the following. See below for the solution for each of these.
- The document is locked
- The document is a Legacy Document
- You do not have Permission
- You are using an Unsupported Version of the Desktop Office Application
The document is locked
If the document has been locked for one of the following reasons you cannot co-edit it.
- It is currently being edited by another user. Refer to Opening, Editing and Finish Editing Documents.
- 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.
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The document is a Legacy Document
'Legacy documents' (that is, from old versions of Office such as .doc or .xls) cannot be co-edited.
Solution
Export the file, save it as the latest Office version (.docx, .xlsx), import it to FYI and you will then be able to co-edit it (refer to How can I work with old (legacy) Microsoft files such as .xls and .doc?).
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You do not have Permission
When you try to Co-edit, FYI displays a message such as "Sorry, you don't have access" and requires a request for permission. Alternatively, you may receive a message "Access Denied. (name) does not have permissions to access this resource".
This can be caused by:
- The Cabinets required for Co-edit have not been created
- The security has not been set up to give access to team members appropriate for the specific folder i.e. access to the OneDrive Admin Account's Co-Edit folder.
The best practice is to use Office 365 groups to enable access for users without having to add and remove users individually. Any users requiring access to co-edit will need to be added as group members to avoid receiving permission errors.
Solution
An FYI Admin needs to complete the configuration. Refer to Overview to Configuring Collaborate.
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You are using an Unsupported Version of the Desktop Office Application
If you are trying to Co-edit a document in the desktop version of Office, you may be using an unsupported version of the Office Application. Check you are running the required version of the Office Application.
- For Word, refer to the Microsoft help article https://support.microsoft.com/en-us/office/collaborate-on-word-documents-with-real-time-co-authoring-7dd3040c-3f30-4fdd-bab0-8586492a1f1d
- For Excel, refer to the Microsoft help article https://support.microsoft.com/en-us/office/collaborate-on-excel-workbooks-at-the-same-time-with-co-authoring-7152aa8b-b791-414c-a3bb-3024e46fb104
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