How to begin
As a collaborator or manager, navigate to the document library and hover your mouse above the file you would like to live edit. Click ‘Live edit’ to begin your collaboration session in a new tab.
If you do not have permission to edit the document, the ‘Live edit’ option will not be available to you.
All changes will be saved automatically and to exit the session, simply close the live edit tab in your browser.
The interface
- The top toolbar contains the Print, Save, Copy, Paste, Undo and Redo options.
This bar will contain most of the options you’d usually find in a spreadsheet editor such as ‘Insert Image‘, ‘Align left‘ or ‘Add Hyperlink‘ and also contains table options like ‘Insert Function. - The formula bar allows you to enter and edit formulas or values in the cells and displays the content of the currently selected cell.
- The status bar at the bottom of the editor window contains some navigation tools: sheet navigation buttons, sheet tabs, and zoom buttons. The Status bar also displays the number of filtered records if you apply a filter, or the results of the automatic calculations if you select several cells containing data.
- The left sidebar contains icons that allow you to use the Search and Replace tool, open the Comments and Chat panel, contact our support team and view the information about the program. At the top of this sidebar is the ‘File’ menu option. Click this to expand and you will see options to view document info, ‘Save’, ‘Print’ and ‘Download as’. You can also access advanced settings to change the co-editing mode or turn autosave on or off.
- The right sidebar allows the adjustment of additional parameters of different objects. When you select a particular object on a worksheet, the corresponding icon is activated at the right sidebar. Click this icon to expand the right sidebar.
This bar will contain most of the options you’d usually find in a spreadsheet editor such as ‘Insert Image‘, ‘Align left‘ or ‘Add Hyperlink‘ and also contains table options like ‘Insert Function.
To end your live edit session and save your progress, look for the ‘All changes saved’ text along the status bar then simply exit the page.
If you have any questions about the document editor, send an email to support@projectfusion.com and we’ll get back to you within 15 minutes.
