Working together

Invite people to write and edit a page or sheet with you.

Inviting someone to edit

To work on a document with other people, invite them as collaborators. Collaborators are people you choose, by their email, who can read and edit one page or sheet with you.

To invite someone:

  1. Open the page or sheet.
  2. Click the Collaborators button in the top-right corner (the icon with two people).
  3. Type their email address and click Invite.

If they already have a cDox account, they can open it right away, and they get an email to let them know. If not, they get an email with a button. It opens a short sign-up, just their name and a password, and then the document opens. There's no second email to confirm: the invite is enough.

Every collaborator can edit. There's no "look but don't touch" collaborator.

On a small screen, Collaborators is in the ⋮ menu in the top-right corner.

Tip

Three ways to share, depending on what you want:

  • Anyone can read one document: share a link.
  • Certain people can edit one document: invite collaborators, as above.
  • Certain people get a whole folder: use a shared folder.
Note

Only the document's owner can invite people. A document can have up to 25 collaborators, counting invites that haven't been accepted yet. An invite expires after 7 days: send a new one if they didn't get to it in time.

Seeing who's there

When someone else has the same document open at the same time as you, a small bubble appears in the bottom-right corner. It shows their picture and a line like "Sam is editing".

You see their changes appear as they type, and they see yours. There's no need to refresh the page.

Leaving comments

To comment on part of a page, select the text, then click the Add Comment button in the toolbar. Type your comment.

The text you commented on gets highlighted, and a small icon appears in the left margin. Click it to read the comment and reply. Replies stay together, like a conversation.

When it's sorted out, choose Resolve. The highlight goes away, and the comment is removed along with all its replies.

Note

Comments are for pages only, not sheets. You can edit or delete your own comments. The page's owner can delete any comment. Resolving is permanent: the thread can't be brought back.

Documents shared with you

When someone invites you to a page or sheet, you'll find it under Shared With Me, in the left column of your dashboard. Folders shared with you are there too.

These documents don't count toward your storage.

If you no longer need a shared page, open it, click Collaborators, then Leave. It goes away from your list.

Note

The owner can also take you off a document. Shared folders work a little differently: see Shared folders.