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Collaboration Of Active Document-Client and I work simultaneously

New Here ,
Sep 22, 2023 Sep 22, 2023

I am working with a client to build a series of management documents for his company.  The first document is a Human Resources Manual.  Other separate documents like Operations Manual, etc will follow.  So, my ability to create templates and share the document "live" with the customer is critical.  The client is willing and wants to write much of the document.  Which is where my request to the community begins.

 

Can I share an active InDesign document where 2 people in different offices can work together and construct a document?  I realize there are ways to "send" the document back and forth, but I want "live" sharing or at least the ability to work on the document in the cloud.

 

I currently have All Apps in the Adobe Creative Cloud community.  This product is being created in Adobe InDesign 2023.  I have shared the document for those interested in commenting.  Thank you in advance for any guidance.

 

Alan Nelson

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Community Expert ,
Sep 22, 2023 Sep 22, 2023

Throw it all in a shared Dropbox or OneDrive folder but be aware that InDesign lock files do not sync so you must communicate to avoid any conflicts. If this is just about text, then I would suggest using InCopy.

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LEGEND ,
Sep 22, 2023 Sep 22, 2023

You can't work on the same file at the same time - so like @BobLevine mentioned - communication is critical.

 

The way you share your document - is up to you. 

 

And using InCopy would be the best option - for text. 

 

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Community Expert ,
Sep 22, 2023 Sep 22, 2023
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I would do all of the primary writing and development in Word. It's a better tool for writing and editing, and sharing files is a bit less complicated. Even better, since you want to share more or less continually, use Google Docs.

 

When the text and structure is more or less complete, move it to InDesign.

 

I work things both ways, but tend to "write" in ID only when it's a solo project and I can manage both content and design/layout without any collaboration (==interference. 🙂 ).

 

InCopy is not a bad solution but it's a clumsy 'word processor' whose only real advantage is that it dovetails with an InDesign layout, which is of great value to magazine editors and the like but pretty meh for general collaboration.

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