Track live-user activity in MS Office files using WorkDrive Collaboration Widget

Track live-user activity in MS Office files using WorkDrive Collaboration Widget

Team members often collaborate and work on the same document simultaneously from different devices. However, in some cases, this can result in file duplication and conflicting versions.

Wouldn't it be easier if, while using Desktop Sync or TrueSync, you could see exactly who is currently viewing or editing a document?

The WorkDrive Collaboration Widget helps you track live user-activity in Microsoft Office files (Word, Excel, and PowerPoint) that are stored in your WorkDrive account, so you can plan your work, whether to make changes or wait for some time.

Widget availability:
The WorkDrive Collaboration Widget is now available for both WorkDrive Desktop Sync and TrueSync applications.
Make sure you have the following version of the application to enable this widget:
  1. Desktop Sync - Version 2.7.0 and above
  2. TrueSync - Version 3.6.27 and above
Notes:
  1. Applicable only for Microsoft Office Word, Excel, and PowerPoint files and not for other desktop applications. (Microsoft Office compatibility mode will also be supported)
  2. An active internet connection is required to use this feature.
  3. If an Office file is open in the protected view, you'll need to enable editing for the collaboration widget to work.
Software requirements:
  1. Currently, the Collaboration widget is only supported in the Windows OS platform (Windows 7 or higher).
  2. Microsoft Office Version: Office 2013 or higher (i.e., 2013, 2016, 2019, 2021, Microsoft 365/Office 365).

Enable WorkDrive Collaboration Widget

  1. Click the WorkDrive  icon in the system tray. A small window will appear.
  2. Click the Settings  icon at the top and select Preferences.
  3. By default, the General menu will be selected. Select the Show WorkDrive Collaboration Widget in Microsoft Office files checkbox.

           

  4. Click Apply.

    Once enabled, whenever other collaborators open or make changes to the MS Word, Excel, or PowerPoint file that you're currently working on, the collaboration widget will appear in the lower-right corner.



Note: If you wish to move the widget, simply click and drag it wherever you like.

With the help of the Widget, you'll be able to:
  1. Track live member details
    You can check who else is viewing or editing the file you are currently working on. Based on the presence of active members, the collaboration widget may display one of the following messages along with the user details:

    1. Another user is viewing this file - Another user is viewing but not making any changes to this file.
    2. Multiple users are viewing this file - Two or more users are viewing but not making any changes to this file.
    3. Another user is editing this file - Another user is making changes to this file.



    4. Multiple users are editing this file - Two or more users are editing this file simultaneously.

  2. Update to the latest version of the file
    If another user saves a newer version of a file you've opened, the WorkDrive Collaboration Widget help you update to their version instantly.



    Note: Any unsaved changes from your end can be saved as a separate copy before updating to the latest version.

  3. Resolve file conflicts
    WorkDrive Collaboration Widget redirects you to the Resolve Conflict window if the file version differs between the cloud and your computer.



    From the Resolve Conflict window, you can resolve the conflict by choosing one of the below three actions:

    1. Upload as top version: This option will upload the file edited in the local computer using Sync as the top version.
    2. Download from web: This option will download the file from the web version and replace the file in your local computer. You can then make changes to the file.
    3. Keep both files: This option will keep both versions of the file. The version that is edited using the sync app on your computer will be saved as a new file.
      Learn more about resolving file conflicts in WorkDrive Sync

  4. Fix sync issues based on file actions
    Whenever someone attempts to move, delete, or rename a file you've opened, the WorkDrive Collaboration Widget helps you quickly sync it on your local computer.

    1. Rename: When someone renames the file you're working on, the WorkDrive Collaboration Widget helps you to reload and sync the renamed file from the web to your computer.

    2. Move: When someone moves the file you're working on, the WorkDrive Collaboration Widget helps you to reload and sync the file from the new location on the web to your computer.
      Note: If the file is moved to a Team folder you're not part of, then it will be deleted from your computer.

    3. Delete: When someone deletes the file you're working on, the WorkDrive Collaboration Widget prompts you to close this file to delete it on your computer.
      Note: If you want a copy of this file, then go to File > Save As to create your own copy.

Widget icons and their status

   - Someone is viewing the file.
   - Someone is editing the file or a file conflict has occurred.
   - A new version is available on the web. You can download it to your system.
   - A sync error has occurred. Please check the error and resolve it.

Disable WorkDrive Collaboration Widget

By default, the WorkDrive Collaboration Widget will be turned ON. You can choose to turn it OFF if required. When you disable the widget: 
  1. You won't be able to view the live-activity of other collaborators.
  2. Other users will still be able to view your live-activity in their system.
  1. Click the WorkDrive  icon in the system tray. A small window will appear.
  2. Click the Settings  icon at the top and select Preferences.
  3. By default, the General menu will be selected. Deselect the Show WorkDrive Collaboration Widget in Microsoft Office files checkbox.
  4. Click Apply.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION





                              Quick Links Workflow Automation Data Collection
                              Web Forms Enterprise Begin Data Collection
                              Interactive Forms Workplace Data Collection App
                              CRM Forms Customer Service Accessible Forms
                              Digital Forms Marketing Forms for Small Business
                              HTML Forms Education Forms for Enterprise
                              Contact Forms E-commerce Forms for any business
                              Lead Generation Forms Healthcare Forms for Startups
                              Wordpress Forms Customer onboarding Order Forms for Small Business
                              No Code Forms Construction RSVP tool for holidays
                              Free Forms Travel
                              Prefill Forms Non-Profit

                              Intake Forms Legal
                              Mobile App
                              Form Designer HR
                              Mobile Forms
                              Card Forms Food Offline Forms
                              Assign Forms Photography
                              Mobile Forms Features
                              Translate Forms Real Estate Kiosk in Mobile Forms
                              Electronic Forms

                              Notification Emails for Forms Alternatives Security & Compliance
                              Holiday Forms Google Forms alternative  GDPR
                              Form to PDF Jotform alternative HIPAA Forms
                              Email Forms
                              Encrypted Forms
                              Embeddable Forms
                              Secure Forms
                              Drag & drop form builder
                              WCAG

                                    Create. Review. Publish.

                                    Write, edit, collaborate on, and publish documents to different content management platforms.

                                    Get Started Now




                                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                          Manage your brands on social media


                                                            • Desk Community Learning Series


                                                            • Digest


                                                            • Functions


                                                            • Meetups


                                                            • Kbase


                                                            • Resources


                                                            • Glossary


                                                            • Desk Marketplace


                                                            • MVP Corner


                                                            • Word of the Day


                                                            • Ask the Experts


                                                              Zoho Sheet Resources

                                                               

                                                                  Zoho Forms Resources


                                                                    Secure your business
                                                                    communication with Zoho Mail


                                                                    Mail on the move with
                                                                    Zoho Mail mobile application

                                                                      Stay on top of your schedule
                                                                      at all times


                                                                      Carry your calendar with you
                                                                      Anytime, anywhere




                                                                            Zoho Sign Resources

                                                                              Sign, Paperless!

                                                                              Sign and send business documents on the go!

                                                                              Get Started Now




                                                                                      Zoho TeamInbox Resources





                                                                                                Zoho DataPrep Demo

                                                                                                Get a personalized demo or POC

                                                                                                REGISTER NOW


                                                                                                  Design. Discuss. Deliver.

                                                                                                  Create visually engaging stories with Zoho Show.

                                                                                                  Get Started Now









                                                                                                                      • Related Articles

                                                                                                                      • WorkDrive TrueSync - Release Notes

                                                                                                                        Download the latest TrueSync app (Windows & Mac OS) Both Windows and macOS components have been upgraded to ensure compatibility with the latest security standards and OS requirements. The updated OS support is as follows: For Windows: Windows 10 ...
                                                                                                                      • WorkDrive Essentials plan for teams

                                                                                                                        Zoho WorkDrive is an online file management and collaboration platform for teams and individuals. WorkDrive is available as a standalone product as well as part of various app bundles, such as Zoho One, Workplace, Remotely, and Zillum. WorkDrive's ...
                                                                                                                      • Zoho Connect - WorkDrive Integration

                                                                                                                        Zoho WorkDrive is a content collaboration platform for individuals or teams to store, share, and manage files in one place. Zoho Connect, a business communication tool, helps the entire organization to share ideas, hold real-time discussions, and ...
                                                                                                                      • Create files using Zoho Office Suite

                                                                                                                        Zoho Office Suite is a combination of three powerful online editors that lets you create, edit, and share documents, spreadsheets, and presentations. It comes with the flexibility of collaborating anytime, from anywhere, and is integrated with Zoho ...
                                                                                                                      • Share files using WorkDrive TrueSync

                                                                                                                        Effective collaboration with team members, clients, or partners is essential for any business. WorkDrive allows you to share and collaborate on files and folders with both internal and external users. To enhance the user experience across different ...
                                                                                                                        Wherever you are is as good as
                                                                                                                        your workplace

                                                                                                                          Resources

                                                                                                                          Videos

                                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                          eBooks

                                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                          Webinars

                                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                          CRM Tips

                                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                                            Zoho Show Resources