Managing Open Documents with Co-workers

See when your co-worker has a document open

When working in a matter at the same time as your colleague, you can see if they have a document open to avoid over-writing their changes.

Look for the person symbol in the status column. Hovering over the symbol will tell you the name of the user. 

you can still open the document, at which time you will be presented with the following message:

Click on Open anyway to continue to edit this document, or cancel to leave it closed.

You can then use Communicate to send your co-worker a message to ask them about their changes in this document.

Watch the short video below:

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