Managing open documents with co-workers

See when your co-worker has a document open

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

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

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

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

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

Video guide

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