Managing open documents with co-workers

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.

1.    Look for the person symbol in the status column. 

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

3.    Click Open anyway to continue to edit this document or Cancel to leave it closed.

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