This question is in reference to Atlassian Documentation: Managing Files

Hi

in Confluence I have an excel file

Is there a way to check the file out so other users know that I have it open and I'm working in it?

3 answers

1 accepted

1 vote
Steven Behnke Community Champion Aug 12, 2016

No, Confluence doesn't offer this feature or capability. There are no add-ons that I know of that can do this on Confluence Cloud, but you may consider searching the marketplace. There IS an add-on for on-premise installations though, if you ever consider migrating off Cloud.

On Confluence Cloud you could use page permissions to restrict editing of the page, however that would effectively 'checkout' everything in the page and all the files attached to it - see https://confluence.atlassian.com/confcloud/page-restrictions-724764891.html

You would also still need to look at using a social workflow to indicate you are working on the file - e.g. add a comment to the attachment or the page.

It might be possible to create a custom add-on to make this process a bit more user friendly.

0 vote
Ignacio Pulgar Community Champion Aug 15, 2016

Just FYI, there are new features regarding collaborative editing:

https://confluence.atlassian.com/confcloud/collaborative-editing-828790374.html

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