Use Shared Workbook with 4 how-to topics, including enabling traditional sharing, allowing multi-user editing, configuring advanced options, and choosing a collaboration method; select a topic from the index and follow the entry point and steps.
How-to Index
How-to Guide
1. Enable a traditional shared workbook
Entry point: Review → Shared Workbook
- Open the WPS Sheets file that you want to share.
- Click the Review tab.
- Click Shared Workbook to open the sharing settings window.
Success Criteria
- UI state: The Shared Workbook settings window opens.
- Next actions: You can continue to enable multi-user editing and adjust advanced settings.
Tips While Using
- Common mistakes: If the target spreadsheet is not open first, you cannot go directly to the sharing settings.
- Environment limits: Traditional sharing usually requires saving the file to a shared folder afterward.
2. Allow multiple users to edit at the same time
Entry point: Review → Shared Workbook → Sharing settings window
- In the Shared Workbook window, find the option for multi-user editing.
- Select Allow multiple users to edit simultaneously, and allow workbook merging.
- Click OK to save the setting.
Success Criteria
- UI state: The sharing setting is confirmed.
- Next actions: The workbook is ready for a multi-user editing workflow.
Tips While Using
- Common mistakes: If you do not enable the multi-user editing option, shared editing will not work.
3. Configure advanced sharing options
Entry point: Review → Shared Workbook → Advanced options
- Open the Shared Workbook settings window.
- Set the revision update timing as needed.
- Set the save conflict handling method based on your collaboration needs.
- Click OK to confirm the settings.
Success Criteria
- UI state: The advanced sharing settings are saved.
- Next actions: Revisions and conflicts can be handled according to the selected rules during collaboration.
Tips While Using
- Common mistakes: If conflict handling is not confirmed in advance, the result may not match your team workflow when several users save at the same time.
4. Choose a sharing method for your scenario
Entry point: Traditional Shared Workbook / WPS Cloud Documents
- If your team works on the same local network, use the traditional Shared Workbook method first.
- If you need remote access and collaboration, use a cloud document collaboration method.
- Save the file to a shared folder or a cloud location based on your team environment.
- Ask collaborators to open the same file and start editing.
Success Criteria
- UI state: Collaborators can access the same spreadsheet file.
- Next actions: Team members can start entering or updating data together.
Tips While Using
- Common mistakes: Mixing traditional sharing and cloud collaboration paths can cause access confusion.
- Environment limits: Traditional sharing is better for local network environments, while remote collaboration is better suited to cloud-based access.