How to Have External Users Edit Documents in CollabSpaces

Posted in NetDocuments CollabSpaces, NetDocuments Tips on August 7, 2025 by Craig Bayer

If your documents are in NetDocuments, multiple people can work collaboratively on Word, Excel, and PowerPoint documents simultaneously. And while this exciting feature isn’t new – Google Docs has had it for years – you will need Office 365 to make it happen.  The great thing about NetDocuments CollabSpaces is that you can share documents with External Users and they can easily edit them without having NetDocuments on their pcs.

Part 1: Invite Someone To Collaborate

Step 1: In NetDocuments Right Click On A Document –> Open In –> Microsoft Word Online

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Step 2: Click Share

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Step 3: Send The Email To Your Collaborator

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Part 2: The Collaborator

We are now on the other user’s computer. They got the email you just sent.

Step 1: Open The Email

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Step 2: Click Open Online

 

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You are now in the Word documents together and can make changes and see them in real time.

About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer