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Collaborate on documents in Bitrix24.Docs

Bitrix24.Docs is a convenient online editor designed for seamless document collaboration. You and your colleagues can create and edit documents together directly within Bitrix24, enhancing teamwork and efficiency.

Check if collaborative document editing is available on your plan.
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Limits on simultaneous editing

To allow multiple employees to work on a document, set access permissions for a specific document, folder, or the entire drive.
Configure access permissions to personal drive

In this article:


Choose a document handling mode

In Bitrix24.Docs, employees can work with documents in various modes: editing, reviewing, viewing, and commenting.

Employees can use different modes at the same time. For instance, one person can edit while another adds comments.

To choose a mode, click the button in the top right corner.

Editing. Changes are instantly visible to everyone, making it ideal for quick edits without needing approval.

Reviewing. Suggest changes without applying them automatically. Edits appear in a different color, and the document author can accept or reject them.

Commenting. Leave notes and suggestions without changing the text.

To leave a comment:

  1. Select a word or sentence in the text.
  2. Right-click and choose Add comment.
  3. Enter your comment and click Add.
Comments Text with a comment is highlighted in yellow

Manage comments and changes

You can view changes, sort comments, or add new ones. Open the Comments section, click More options (...), and choose what you need.

To easily navigate between comments and changes, and to accept or reject them, use the Collaboration tab.


Track changes in documents

With different modes, you can decide how to view and display changes in the text.

Track changes. You can choose who sees the changes: just you or everyone. This is useful for keeping track of all edits. If there are too many changes, you can temporarily hide them.

To enable tracking mode, go to the Collaboration tab, click Track Changes, and select your preferred mode.

Enable tracking:

  • ON for me: Changes are visible only to you while the document is open.
  • ON for me and everyone: All employees can see the edits. If one employee enables tracking, it automatically applies to everyone.

Disable tracking:

  • OFF for me: Hides edits only for you.
  • OFF for me and everyone: Hides changes for everyone. If one employee disables tracking, it turns off for all.

Display mode. On the Collaboration tab, click Display Mode to choose how changes will appear in the text.

  • Markup and balloons: Suitable for analyzing and discussing edits with colleagues. Shows all changes, including added, corrected, and deleted text.
  • Only markup: Displays changes in the text without comment fields.
  • Final: Shows the document as it will look after accepting all changes.
  • Original: Displays the initial version of the document for comparison with the current one to assess the changes.

Merge and compare document versions

To manage different document versions, you have several options:

  • Compare: Displays the differences between two document versions.
  • Combine: Merges changes from multiple versions into one file, allowing you to choose which changes to keep.
  • Mail Merge: Useful when multiple employees have edited the document at the same time. You can accept or reject each change.

Consider an example of merging two document versions.

  1. Open the Collaboration tab.
  2. Click Combine.
  3. Select Document from URL for a document stored on the Bitrix24 Drive and accessible via a link.
  4. Paste the document link, which you should request from a colleague in advance. They can send you an internal link to the document.
    Share files and folders using public and internal links
Merge Done. Two document versions have been merged

In brief

  • Bitrix24.Docs is an integrated online editor for working with documents, allowing collaborative creation and editing directly in Bitrix24.

  • Set access permissions to enable multiple employees to work on a document, whether for a specific document, folder, or the entire drive.

  • Employees can work in various modes: editing, reviewing, viewing, and commenting.

  • View changes, sort comments, or add new ones with ease.

  • Use Track changes and Display modes to control how edits appear in the text.

  • Use the Compare, Combine, and Email Merge options to manage different document versions effectively.

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