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CtrlShare

CtrlShare is an M-Files vault application that hands a checked-out document to Microsoft OneDrive so several people can edit it at once, then brings the edited file back into the vault as a new version. A vault administrator configures it; end users see two extra commands on the document.

M-Files check-out is exclusive by design: one person holds the document, everyone else waits. That is the right behaviour for a controlled document, and the wrong behaviour for the hour before it is finalised, when four people need to be in it together. CtrlShare bridges the two — the co-authoring happens in Office, the version history and permissions stay in M-Files, and the document cannot leave its workflow state while a session is open.

Section What it holds Written for
About How a co-authoring session works, and its boundaries Anyone evaluating or about to configure it
Set up Entra registration, installation, vault structure — in order The partner doing the deployment
Configuration Reference for every setting Whoever is editing the configuration
How-to guides One task at a time Vault administrators
Troubleshooting Symptom, cause, fix Administrators and support
Release notes What changed in each version Everyone
Current version 2.26.8.0
Microsoft 365 A Microsoft Entra ID app registration with delegated Files.ReadWrite.All and offline_access
Licence Per vault, applied as a .lic file
Other CtrlDocs products required None

For pricing and a trial, see CtrlShare on ctrldocs.com.