Set up Shared Workbook

Several users can work in same Excel Workbook simultaneously. Users can enter data, insert rows/columns add and change formulas etc. (Helpful for Company notes)

Microsoft Office Excel 2007 and later

1. Click the Review tab

2. Click the Share Workbook in the Changes group

3. On the Editing tab, select the box Allow Changes by more than one user at the same time. This also allows workbook merging, then click OK.

4. In the Save As dialog box, save the shared workbook on a network location where other users can gain access to it.

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Beanstalk CFO Group
Beanstalk CFO Group

Written by Beanstalk CFO Group

Our firm, Beanstalk CFO Group, delivers financial management & advice to small business owners.

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