SmartDoc: Collaborative Mode
Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago

SmartDoc Collaborative Mode is designed to transform the way you work on documents, making it easier than ever before to collaborate with others in real time. Imagine working on a document with a colleague where you both can see each other's edits, cursor movements, and even where your colleague is focusing their attention - all in real time.

Collaborative Smart Doc Mode offers the following benefits:

1. Seamless Real-Time Editing

When multiple users open the same document, edits made by one user are instantly visible to others, even before the document is saved. You can see your collaborators' cursor movements and text input in real time, ensuring everyone is on the same page.

2. Document State Preservation

If a user exits out of the document, their edits are not lost. When they return, they see the document's current state, complete with other users' edits. This feature ensures that no work is accidentally deleted, allowing for uninterrupted collaboration.

3. Effortless Saving

When a user saves the document, their edits are reflected in real-time, and the document's state is updated accordingly. The collaboration interface is intuitive, making it easy to understand who is making changes, thanks to color-coded usernames.

When one of the collaborators is ready to save the document, they can click the Save button or press CONTROL-S to store the new version of the SmartDoc.


The record's SmartDoc content reflects the last save made by a collaborator. If edits are made to the SmartDoc while it is in collaboration mode, the collaborators' version of the SmartDoc will replace the changes that were made while the collaboration session was ongoing.

4. Multiple Collaborators

Collaborative Smart Doc Mode is flexible and can accommodate multiple simultaneous collaborators. Whether you're working with two colleagues or an entire team, everyone can contribute efficiently.

With this feature, you and your collaborators can work together seamlessly, in real-time, no matter where you are.

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