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IBX 9819: Collaborative editing Product Guide added in Developer Documentation - v5.0 #2715
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description: The Collaborative editing product guide provides a full description of the features and benefits that this module brings to the clients. | ||
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# Collaborative editing product guide | ||
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## What is collaborative editing | ||
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Collaborative editing is a feature that allows multiple users to work on the same simultaneously - whether to preview, review, or edit it. | ||
By giving users access to preview the content before it's published, review and collaboration become much easier. | ||
An additional option here is the ability to copy a link to the content item, which allows to share it through communication channels. | ||
It improves collaboration with external users, such as third-party agencies. | ||
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A more advanced part of the collaboration feature is the Real-time editing. | ||
Users can edit and review content in real time, making teamwork faster, more efficient, and streamlining the content review process. | ||
The system automatically tracks changes, allowing seamless collaboration within a single content item. | ||
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## Availability | ||
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Collaborative editing is available in all [[= product_name =]] editions. | ||
To use Real-time editing feature, you must make arrangements with [[= product_name_base =]], and accept Terms & Conditions and Service Level Agreement in the Support Portal. | ||
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## Prerequisites | ||
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To use the **Copy link** option, which allows you to copy a link to the clipboard and share it through communication channels with other users, the Clipboard API is required. | ||
As a result, this option may not work in some browsers, such as Safari. | ||
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## How does collaboration work | ||
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### Content preview | ||
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The basic option provided by the Collaboration feature, is the ability to preview content. | ||
This allows the user to grant preview access to logged-in users, as well as share a public link with external users. | ||
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You can share a direct link to the collaborative session using the **Copy link** button. | ||
Link is copied to the clipboard and you can share it with the users through communication channels. | ||
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### Collaboration session | ||
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Collaborative editing allows to work together on the same content items. | ||
This is done through a collaboration session. | ||
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When you create a new draft of a content item you can invite other users to join a collaboration session, thanks to [CKEditor collaboration features](https://ckeditor.com/ckeditor-5/capabilities/collaboration-features/). | ||
This action generates a unique session for that draft. | ||
Collaboration session begins when first invited user accepts the invitation and joins the session. | ||
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To start collaborative editing, you need to invite collaborators using the **Share** button. | ||
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You can invite other users to join the session, both internal and external: | ||
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- **Internal** - by searching their name or email address. These users can either edit the content item or preview it, depending on your choice. | ||
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- **External** - by providing their email address in the field. They can only preview the content item. | ||
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Once they accept the invitation, they are able to join you in editing content item or reviewing it. | ||
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You can change the users access or remove it at any time. | ||
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After inviting users to a collaboration session, they receive a notification visible on the main dashboard or by email. | ||
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Users can also join a collaboration session using the **Join** button: | ||
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- available in new tabs of the **My content** block on the dashboard - *My shared drafts* and *Drafts shared with me* | ||
- by accessing a content draft in the **Drafts** menu | ||
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### Real-time editing | ||
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Real-time editing is an advanced part of the Collaboration feature. | ||
It works by syncing changes in real time, so everyone can see updates instantly. | ||
Avatars of the users invited to collaboration session are visible at the top of the editing screen, also in distraction free mode. | ||
While editing Rich Text fields, you can see colored tracking tags with user avatar thumbnails that indicate who is currently working on it. | ||
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Everyone in the session can see each other's updates as they happen — no more switching between tools or waiting for feedback. | ||
This makes content creation and review faster, more interactive, and much easier to manage as a team. | ||
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Users can edit the content only if an administrator gives them the necessary permissions. | ||
These permissions must be set before the user is invited to the session, otherwise the **Edit** access option is unavailable (grayed out). | ||
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#### Editing content items | ||
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Collaborative editing is enabled in [Rich Text](rich_text.md) fields. | ||
Other fields are disabled and can be only edited by the owner of the content item. | ||
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Collaboration is available for the following content types with Rich Text fields: | ||
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- Article | ||
- Folder | ||
- Form | ||
- Product category | ||
- Custom content types | ||
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All changes made by collaborators are automatically saved when owner publishes or saves content. | ||
Collaborators can leave collaboration session any time without losing data. | ||
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## Benefits | ||
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### Simplified content review process | ||
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With preview access to the content draft, reviewers can jump in, check the content, and approve it more quickly. | ||
This streamlines the entire review cycle and minimizes delays caused by version confusion or slow feedback. | ||
Review can be done even by external users without a need to set up an account in [[= product_name =]]. | ||
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### Cross-functional collaboration | ||
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Collaborative editing allows teams to involve users from across the organization. | ||
Their input can be integrated directly into the editing process, leading to more accurate and aligned content. | ||
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### Enhanced teamwork | ||
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All the users invited to the collaboration session can share ideas, make suggestions, and refine each other’s work in a shared environment, creating a stronger sense of team ownership and collaboration. | ||
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### Real-time collaboration | ||
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Collaborative editing enables multiple users to work on the same content item at the same time. | ||
Everyone in the session can see changes as they happen, which shortens the feedback loop and allows multiple people to work in parallel. | ||
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### Improved efficiency | ||
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By allowing simultaneous editing, the content creation and review process becomes significantly faster. | ||
Team members can work together and finalize content in a fraction of the time it would take with a standard workflow. | ||
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### Seamless feedback loop | ||
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Users can share and receive feedback instantly within the same editing interface. | ||
This reduces the need to switch between apps or track changes manually. |
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