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Sharing a Microsoft excel document so other users can edit it at the same time

Anonymous
2023-07-16T10:59:47+00:00

Hi All,

I'm trying to share a document which I've set the document as a shared file but when I go to share it with users by clicking the green button in the top right it comes up with the options 'onedrive - personal' 'attach a copy instead (excel workbook / pdf)' and it won't allow me to email it because I don't have an outlook email, is someone able to guide me through this process?

Fraser

Microsoft 365 and Office | Excel | Other | Windows

Locked Question. This question was migrated from the Microsoft Support Community. You can vote on whether it's helpful, but you can't add comments or replies or follow the question.

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  1. Nikolino 2,120 Reputation points
    2023-07-16T11:41:59+00:00

    To share a Microsoft Excel document with other users for simultaneous editing, you can follow these steps:

    1. Save your Excel document in a location that is accessible to all users. This can be a shared network folder, a SharePoint site, or OneDrive for Business. Ensure that all intended users have the necessary permissions to access the file.
    2. Open the Excel document you want to share.
    3. Click on the "Share" button located in the top-right corner of the Excel window. This button may appear differently depending on your version of Excel. It can be a green "Share" button or an icon with people and a plus sign (+).
    4. In the sharing options, you will see different ways to share the file. Since you do not have an Outlook email, you can use OneDrive or attach a copy instead.
      • OneDrive: Select the "OneDrive" option and sign in with your Microsoft account or organizational account associated with OneDrive. This allows you to share the document through OneDrive, where others can access and edit it simultaneously. You can invite people by entering their email addresses or by generating a sharing link. You can choose whether they can edit or just view the document.
      • Attach a copy: If you choose this option, Excel will create a copy of the workbook and attach it to an email. You can then send the email with the attachment to the intended users. However, note that this method does not allow for simultaneous editing.
    5. Select the appropriate sharing option and follow the prompts to complete the sharing process.

    By using the OneDrive option, you can collaborate with others in real-time on the same Excel document. Any changes made by one user will be instantly visible to others.

    If you do not have access to OneDrive or prefer to use a different sharing method, you can explore alternative file-sharing platforms like SharePoint, Google Drive, or other cloud storage solutions that support real-time collaboration.The text and steps were created with the help of various AI’s.

    My answers are voluntary and without guarantee!

    Hope this will help you.

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  2. Anonymous
    2023-07-16T11:44:39+00:00

    Hello Fraser

    I’m Adeyemi and I’d be happy to help you with your question. In this forum, we are Microsoft consumers just like yourself.

    You can share a document in Word without email by selecting Share, then Copy Link. You can then paste the link wherever you want. If you need to change any permissions for the link, select Link settings.

    Alternatively, you can select the file, click the "i" on the right up corner, click plus person, then uncheck "sending an email invitation".

    Give back to the Community. Help the next person who has this issue by indicating if this reply solved your problem. Click Yes or No below

    Kind regards, Adeyemi

    10+ people found this answer helpful.
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  3. Anonymous
    2023-07-16T21:04:14+00:00

    You are welcome, Fraser

    Give back to the Community. Help the next person who has this issue by indicating if this reply solved your problem. Click Yes or No below

    Take care.

    9 people found this answer helpful.
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  4. Anonymous
    2023-07-16T21:02:20+00:00

    Thank you :)

    1 person found this answer helpful.
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