The Whaller 365 feature (available from the Pro offer*) allows sphere members to view, create, modify and co-edit documents stored in a sphere box in real time.
View a document
You can view any document in a sphere box by simply clicking on it (no download necessary).
Note: Documents cannot be edited in the viewer.
Edit a document
There are two ways to begin editing a document:
1. From a document that is open in the viewer by clicking on “Edit online”. This will open the document in a new window and allow you to begin making modifications.
2. From the sphere box menu by clicking on the “…” next to the document you wish to edit, then selecting “Edit online”. This will open the document in a new window and allow you to begin making modifications.
If multiple people are editing the document at the same time, their changes will appear instantaneously to all members, along with their name.
Note: Any sphere member can edit a document. However, a document can only be deleted by its author (the person who created or uploaded it) or a sphere administrator.
Comment on a document
Highlight the text you wish to comment on, then go to the “Collaboration” tab. Once open, select the “Add comment” option and leave your comment.
To display all comments in the document, click on the “Comments” icon in the left-hand column.
Chat with other collaborators
To start a real-time conversation with other members working on the document, click on the “Chat” icon located in the left-hand column. This will open a chat window for you to write and send your message.
Save a document
By default, modifications are saved automatically as they are being made. If several members are working on the same document, modifications are saved when the last person editing closes it.
Rename a document
To rename a document in the sphere box, click on the “…” next to it to display the menu. Select “Rename”.
Download a document
Documents can be downloaded in a variety of formats: DOCX, PDF, TXT, HTML,…
Select “File”, then “Download as…” and choose the desired format.
Create a document
To create a new document in the sphere box, click on the “+” icon. A popup window will appear, giving you the option to create a new Word, Excel or PowerPoint file, or upload an existing document to the sphere box.
*Pro: co-editing of Word documents
Business: co-editing of Word, Excel and PowerPoint documents
Enterprise: co-editing of Word, Excel and PowerPoint documents