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

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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.

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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.

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Just FYI, there are new features regarding collaborative editing:

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

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