Enabling the Shared Workbook feature
- Create a new workbook or open an existing workbook. Then place it on a network location. For example, A Folder on the P: Drive.
- Click Review > Share Workbook.
Note that in newer versions of Excel, the Share Workbook button has been hidden. See Add Shared Workbook buttons below.
- On the Editing tab, select the Allow changes by more than one user ... check box.
- On the Advanced tab, select the options that you want to use for tracking and updating changes, and then click OK.
- If this is a new workbook, type a name in the File name box. Or, if this is an existing workbook, click OK to save the workbook.
- If the workbook contains links to other workbooks or documents, verify the links and update any links that are broken.
- Click File > Save.
- When you're done, - Shared will appear at the top of the Excel window, next to the filename.
Add Shared Workbook buttons to the Quick Access Toolbar
- Select File > Options > Quick Access Toolbar.
- Open the list under Choose commands from and select All Commands.
- Scroll down that list until you see Share Workbook (Legacy). Select that item and select Add.
- Then scroll through the list until you see Track Changes (Legacy). Select that item and select Add.
- Scroll through the list until you see Protect Sharing (Legacy). Select that item and select Add.
- Scroll through the list until you see Compare and Merge Workbooks. Select that item and select Add.
- Select OK.
- Now four new buttons will appear at the top of the Excel window.
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