If you have an online connection, you can upload or create a document to a cloud hosting platform and share a document with users online to enable them to collaborate in real-time on a document.
Creating documents to share with others
Creating documents is a vital skill when moving into a lot of professions, whether that will be for sharing a newsletter with colleagues, sending a client a form or effectively tracking data points. So it’s also important to understand how to share these documents to allow effective collaboration or as a final document to send.
Creating a new document
If you don’t have a document created, you can create a document and share it out. For this example, the Microsoft environment will be used, however it is very similar across different platforms.
To create a document, you can either head over to OneDrive or the document application that you wish to use and create a new document. To share a document, once the application has opened select the “File” ribbon then select share. If you are a part of an organisation, you can select other users in that organisation to access the document, alternatively you can enter an individual’s email address which will send them an email with access to the file.
Sharing an existing document
If you have a document saved to your personal device, first you will need to upload the file to the cloud to then share with other users. Access your OneDrive and drag the file from your saved location on your device (this might be in your documents folder unless you have saved it too somewhere else). From here you can move the document into a preferred stored folder. To share, access the share arrow located next to the name of the file, from here you can select users in your organisation or attach an email address which will share the document. You can select the permissions of the users by using the arrow drop down next to the “Add name” box. These consist off “Can Edit”, “Can View” and “Can’t download”. You can change users’ permission at any time by returning to the document on OneDrive and selecting the sharing option and using the drop downs to change permissions.
Alternatively, you can upload to OneDrive and then head over to Outlook, create an email and then attached an attachment, similar to the previously described method you can assign what permissions a user will have.
Accessing a share document
If you have created the document, returning to the location you saved it on OneDrive will enable you to continue to edit it.
If you have received a document to edit, you can open it either from the email attachment or access the shared folder OneDrive.
Opening the document will show the document in it’s respective app, as long as there is a internet connection the document will save automatically and any users who are accessing the document at that time will appear across the top ribbon. You will also see their cursor and where they are typing with changes being made in real time.