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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 enables multiple users to work on the same content simultaneously - edit specific parts of the content or review them. | ||
The system automatically tracks changes, allowing seamless collaboration within a single content item. | ||
Users can edit and review content in real time, making teamwork faster, more efficient, and streamlining the content review process. | ||
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## Availability | ||
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Collaborative editing is available in all [[= product_name =]] editions. | ||
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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 collaborative editing work | ||
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Collaborative editing allows to work together on the same content item. | ||
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This is done through a collaboration session. | ||
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When you create a new draft of 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/). | ||
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This action generates a unique session for that draft. | ||
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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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Additionally, 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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After inviting users to a collaboration session, they receive a notification visible on the main dashboard or by email. | ||
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### Real-time editing | ||
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Real-time collaboration is a premium feature that works by syncing changes in real time, so everyone can see updates instantly. | ||
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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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## Capabilities | ||
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### Editing content item | ||
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Collaborative editing is enabled in Rich Text fields. | ||
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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 containing Rich Text fields: | ||
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- Article | ||
- Folder | ||
- Form | ||
- Product category | ||
- Custom content types | ||
- Product (without variants) | ||
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## How to get started | ||
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To start collaborative editing, you need to invite collaborators using the **Share** button. | ||
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Collaboration session begins when first invited user accepts the invitation and joins the session. | ||
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## Benefits | ||
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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 eliminates the delays in feedback and updates or waiting for someone to finish editing before others can contribute. | ||
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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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### Enhanced teamwork | ||
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All the users invitated 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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### 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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### Simplified content review process | ||
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With real-time access to the same draft, reviewers can jump in, provide input, and approve content more quickly. | ||
This streamlines the entire review cycle and minimizes delays caused by version confusion or slow feedback. | ||
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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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### Change tracking | ||
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All changes made by the editors belonging to the session are automatically tracked, so you can see what was edited, by whom, and when. | ||
This provides full transparency and makes it easy to review. | ||
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