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Do People Know When You Make a Copy of a Google Doc

SW-mojo-blog-header-Your Guide to Collaborative Document Editing With Google Docs

At Mojo, we rely on collaboration tools and productivity apps to go more washed throughout the twenty-four hour period. We apply a variety of apps like Basecamp, Pivotal,Slack, andDropboxto communicate and share files, notes, and tasks. But what virtually collaborative document editing? Nosotros've got you covered with this detailed how-to.

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We apply Google Workspace (formerly GSuite, aka Google Apps) and one of our favorite apps is Google Docs. As part of the apps suite, Google Docs is a word processing app for teams and it allows you to create and manage documents online very easily.

And then why would you want to employ Google Docs?

Simple:collaboration. I'yard sure you've experienced the clunky, frustrating process of editing a Word document via email between i or more people. Track changes, forwards the file in an email, have changes, revise, email back ... etc. Who has the most contempo version? Where is the about recent version? In my experience, it is the opposite of a streamlined process.

Google Docs eliminates these frustrations, and adds some actually cool collaborative features that Discussion simply doesn't accept, like real-time commenting – but nosotros'll go to that in a minute.

But, we know from experience that not everyone is on board this train. Working in a Google Doc is however unfamiliar to many people.

1 issue we run up against is knowing how to invite someone to edit a Google Dr., and making certain that the person nosotros're asking knows how to edit it. It'due south happened a few times – we transporta Google Physician to someone (accessed past a link) just to have them salve it or paste it into a Word document and send it dorsum to united states of america with their changes. This defeats the purpose of certificate collaboration, but information technology happens because the recipient is just non familiar with how a Google Doc operates.

In this post, we'll discuss how to create a document, how to invite someone to edit a Google Physician, and all of the steps in betwixt.

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How to Create a Google Doc

To create a certificate, you lot starting time go to your Google Bulldoze interface. Bulldoze is where all of your Chiliad Suite documents are stored. Once yous are logged in with your Google account (either via Gmail or your Google Apps for business account) you tin get to your apps in a few means, simply one like shooting fish in a barrel mode is to observe this icon at to the top of your screen.

drive-example

Click "Drive" and you'll see a list of all of your current documents. If you have not created any, the screen will have no documents.

To create a new doc, click on the "Create" button and you lot'll see some options:

New-doc

Drive has familiar file management tools, like add together a new folder or upload an entire folder. From here, y'all tin create a new document. You can besides create a new spreadsheet (Sheets, similar to Excel) or presentation (Slides, similar to PowerPoint), simply we'll stick with a standard document for at present.

Once you create a new certificate, yous'll see a blank page with a standard prepare of word processing tools at the acme.

new-doc-screen

The start thing you lot'll want to do is name your doc. Do this by clicking the words "Untitled document" at the top and giving it a new name. Note that it automatically saves as you go.

new-name-saved

At present you are ready to write! You can treat this just like a regular Word document. Type and format abroad.

screen-doc-text

Additionally, your document is stored in the cloud, which means you don't have to worry about saving it to your estimator or losing it. It car-saves continuously, so all you need to exercise to get dorsum to it is open your spider web browser, go to your Google Drive, and click on information technology. Easy!

Collaboration

Now that you accept created a doc, it'southward time to see where Google Docs really shines. Permit'south prepare upwardly a scenario that might be familiar to you. You are working on a document that requires feedback and input from others in your office. So you put together a report as a Discussion document and electronic mail information technology to a group of four other people with the note: "Please give me your changes." Each person and so makes notes and changes in the medico and emails it dorsum. Now you lot have five different versions that you need to consolidate back into 1. Ugh!

A Google Doc eliminates this headache. All you would need to do is "share" the doc with your co-workers and ask them to make their changes straight in the aforementioned document. You lot are now working onone document as opposed to 5 different docs.

To practice this, click on the "Share" button in the upper right.

screen-share

Y'all will see the share screen, which presents many options. We'll go through a couple of our virtually frequently used share options.

ane. Share With People Exterior Your Company

Get shareable link: Here is a fob that will salvage you a TON of time, not to mention tears and headaches. If y'all need to share this doc with someone exterior of your company, who may or may non even have a Google account, this is the identify to go. Click on "become shareable link."

share Next, you'll desire to select "Anyone with the link" and below you can select the access level (can view, edit, etc).

share-settings

Now, click Save. Yous've made the certificate attainable to anyone who has this detail link.

At present, copy the link and tin send an e-mail to the person or group y'all want to collaborate with. This characteristic comes in really handy when you lot know someone doesn't necessarily employ Google Apps or they're unfamiliar with signing in to access a Google Doc.

share-link

2. Express Sharing for Higher Security

The above example would allow anyone to access a document, provided they accept the link. If you want to share a document with just a detail person and y'all want to guarantee no one else tin can access it, utilise this method. Just call up, you may have problem on the other stop if the person you're inviting doesn't have a Google account attached to the email you're sending to.

Brand sure link sharing is set to "Off" and send to particular e-mail addresses. Yous can still command access levels here, as well as send an invite and personal message straight to the individuals. Click "Send" and they will get an email notification.

share-specific

Annotation that if y'all start typing an email address that is already in your contacts list, information technology volition automobile-complete with their full proper name, and then y'all tin but select them from a list as you tin run across in a higher place. Otherwise you tin can merely blazon in their entire email address. Dissever multiple email addresses with a comma.

Likewise note that by default you are inviting people to edit the doc, although you lot tin change access to view but. If Edit is selected, this means that the people you invite volition be able to make changes. Nevertheless, don't worry ... you lot can always disengage their changes (more than on that subsequently).

So what happens now? Well, the people you invited volition now go an e-mail with a link to the doc.

invite

Existent Time Collaboration in Google Docs

Now they can simply click on the link to go to the medico and edit information technology straight online. And then, what does existent fourth dimension collaboration in Google Docs mean?

Here'south the cool part: they can make all the changes they want at the same fourth dimension , and every version is tracked and saved automatically. Additionally, you can compare and roll back to whatever earlier version you want. People can besides add comments to the doc as a way of offering feedback without actually editing information technology.

While people are editing the physician, yous can see information technology in real time. You will exist able to see who is viewing it based on their icon in the upper right, and you can see who is making what changes in real time. Hither you can see Amy is editing, and in the 2d epitome below Amy has left, but at present Abby is in the document. If they were all three in in that location at the aforementioned fourth dimension, all iii icons would appear.

collaborating-2

allison_amy

How to Revert and Run into Revision History

If y'all want to encounter the unabridged revision history of the physician, go to the "File" menu and choose "See revision history."

screen-choose-revision-history Then, you lot will be able to rail every change. You volition see a list of all the different versions forth with time stamps and who made the changes.

revision-history

Clicking on a version volition testify that version of the document to you. If yous desire to roll back to a previous version, you tin can choose to "restore" that version.

roll-back

This is my favorite function virtually Google Docs: real-time collaboration and the flexibility to revert back to any version of the document at whatsoever time.

As y'all can see, using a Google Doc for collaborative editing is a very efficient process. It means that everyone is simply editing i document; anybody always sees the latest version; and all changes and comments are tracked and saved. Additionally, it tin exist edited from tablets and mobile devices for even more flexibility.

Save In Different Formats

Yous or your fellow editors may download a copy of the physician in some other format, like Word or PDF, at any time. Go to File and select "Download equally" to export the doc in another format.

screen-export

Means to Interact with Google Docs

You are probably getting an thought of all of the ways you tin use this tool, but I desire to share a few specific use cases from our experience. Y'all can share docs within your own organization (via Google Apps) or y'all can share docs with people exterior your organization, every bit well.

Some ways to use this amazing tool include:

  • Gathering Feedback: Typhoon a memo or policy in your part that needs grouping feedback
  • Meeting Agendas: Create your agenda and share the link in a Calendar invite for upcoming coming together
  • Meeting Minutes: Take notes during a coming together and share doc with attendees
  • Sales Squad Data: Share a Google Spreadsheet with your sales team and inquire them to keep it up to engagement with stats
  • Team Content Collaboration: Starting time with an outline, get together feedback from team, and keep evolving the piece you lot're writing.
  • Board or Committee Planning: Grouping work when serving on boards and committees

The possibilities are endless. Any time you lot need to interact on a document with someone else, it'south a good possibility that Google Physician is the tool you need. Some other advantages include:

  • Compatibility: It works on Mac, PC, iPad, mobile, and with no software required
  • Cloud Storage: Your document is stored in the cloud, then it's accessible anywhere and won't get lost.
  • Saves Time: Much more streamlined, since at that place is no demand to email attachments back and forth

At SpinWeb, nosotros find that Google Docs is a great place to continue "in-progress" stuff. We don't treat information technology as a permanent home for a doc; rather, we utilize it every bit a stream of working docs that may eventually be exported to a more permanent home, like Dropbox. It's a great identify to interact and create without committing to saving a bunch of files on your figurer.

I hope this has given you a proficient primer on the advantages of collaborating with Google Docs.

Epitome Credit: dennizn/Shutterstock.com

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Stephanie Fisher

Steph leads our client delivery team and is obsessed with delivering quality work, creating an efficiency auto, and mastering the tools and disciplines to accomplish success for our heroes. At home, she loves listening to truthful criminal offense podcasts, playing with her daughters and two pugs, and singing in a local rock ring with her hubby.

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Source: https://www.mojomedialabs.com/blog/your-guide-to-collaborative-document-editing-with-google-docs

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