Microsoft Word

How to Send a Word Document That Can Be Edited

Spencer LanoueSpencer Lanoue
Microsoft Word

Sending a Word document that your recipient can edit might sound straightforward, but there are a few nuances to consider. Whether you're collaborating on a project, sharing a draft with a colleague, or just need someone to proofread, making sure your document is editable is essential. Let's break down some practical methods to send an editable Word document, ensuring everyone involved can easily make necessary changes.

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Saving Your Document in the Right Format

The first step in sharing an editable document is ensuring it's saved in the right format. Microsoft Word's native format is .docx, which is designed to be fully editable. However, if you've ever tried converting files between different formats, you know it can sometimes lead to unexpected results.

Here's what you need to do:

  • Open your document in Microsoft Word.
  • Click on File in the top-left corner.
  • Select Save As. Choose a location on your computer where you want to save the file.
  • In the Save as type dropdown menu, make sure Word Document (*.docx) is selected.

By saving as a .docx file, you're ensuring maximum compatibility with modern versions of Word and other word processors. Interestingly enough, if your recipient uses an older version of Word (2003 or earlier), you might need to save your document in the .doc format, but doing so may limit some features, so use it only when necessary.

Using Email Attachments Wisely

Email remains one of the most popular ways to send documents, but there are a couple of things to consider to ensure your document remains editable. Avoid sending the document as a PDF, as this format is typically used for reading rather than editing.

To send your document via email:

  • Open your email client and start a new message.
  • Click on the attach file button (usually represented by a paperclip icon).
  • Select your saved .docx file from your computer.
  • Write a brief message to let the recipient know the document is attached and ready for editing.

While email is convenient, it might not be the best option for large files. In such cases, consider using a file-sharing service instead.

File-Sharing Services: A Better Alternative?

Sometimes, email attachments don't cut it. In these cases, file-sharing services like Dropbox, Google Drive, or OneDrive come into play. They not only handle large files with ease but also offer some neat collaboration features.

Here's how to use Google Drive to share an editable document:

  • Upload your .docx file to Google Drive.
  • Right-click on the file and select Share.
  • Enter the email addresses of your collaborators.
  • Make sure the permission is set to Editor, allowing them to make changes.
  • Click Send.

Google Drive automatically converts Word documents to Google Docs format, allowing for seamless online editing. Your collaborators can edit the document right in their browser without needing Word installed on their device.

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Using OneDrive for Real-Time Collaboration

OneDrive, Microsoft's cloud storage service, offers a similar level of convenience. It's especially handy if you're working within an organization that uses Microsoft Office 365, as it integrates seamlessly with Word's online version for real-time collaboration.

To share a document using OneDrive:

  • Upload your document to OneDrive.
  • Once uploaded, right-click and select Share.
  • Enter the email addresses of your collaborators and set the permissions to Edit.
  • Send the invitation.

OneDrive's real-time collaboration features mean you can see everyone's changes as they happen, reducing the back-and-forth usually required when working on documents.

Ensuring Compatibility with Different Word Processors

Not everyone uses Microsoft Word, so it's important to ensure your document can be edited using other word processors. Many people prefer alternatives like LibreOffice or Google Docs, which can open .docx files but might not always handle complex formatting perfectly.

To ensure compatibility:

  • Stick to basic formatting as much as possible.
  • Avoid using Word-specific features like SmartArt or advanced table formats.
  • Test your document by opening it in another word processor before sending it out.

Alternatively, you might consider using Spell, an AI document editor that helps create and share polished documents effortlessly.

Utilizing Track Changes for Collaborative Editing

Microsoft Word's Track Changes feature is a fantastic way to manage edits when working with others. It allows everyone to see who made what changes, making collaboration transparent and straightforward.

To enable Track Changes:

  • Open your document in Word and navigate to the Review tab.
  • Click on Track Changes to enable it.
  • Save your document and share it as usual.

When your collaborators make edits, they'll be highlighted in the document, and you can accept or reject each change. It's an excellent way to maintain control over the final version while still allowing input from others.

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Sharing Documents via Collaboration Platforms

For teams using collaboration platforms like Microsoft Teams or Slack, sharing Word documents can become even more integrated into your workflow. These platforms not only allow you to share files but also discuss changes and updates in real-time.

Here's how you can share a document in Microsoft Teams:

  • Open the Teams app and navigate to the appropriate channel or chat.
  • Click on the Files tab and then Upload.
  • Select your Word document and upload it.
  • You can now open the document directly in Teams to edit, or click on the options to open it in Word Online or Word on your desktop.

Sending Editable Documents on Mobile Devices

In our increasingly mobile world, being able to send documents from your phone or tablet can be a lifesaver. Fortunately, Microsoft Word is available as a mobile app, allowing you to create and send editable documents on the go.

To send a document from your mobile device:

  • Open the Word app and create or open your document.
  • Tap the Share icon (usually represented by an arrow or three dots).
  • Select Send a Copy and choose your email app or another method to share.
  • Ensure the document is sent as a .docx file to keep it editable.

Mobile apps like Word or even Spell allow you to stay productive no matter where you are.

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Using AI Tools for Document Collaboration

AI is transforming the way we work. Tools like Spell offer a unique blend of AI-enhanced document creation and editing. With Spell, you can generate drafts, make edits using natural language prompts, and collaborate in real-time, all within the same platform.

Why consider using AI tools like Spell?

  • They streamline the document creation process, saving you time and effort.
  • AI suggestions can help improve the quality and coherence of your writing.
  • Real-time collaboration features allow you to work effectively with others, just like Google Docs, but with AI built-in.

Final Thoughts

Sending an editable Word document is a simple yet powerful way to collaborate with others. Whether you choose email, file-sharing services, or AI tools like Spell, each method has its perks. Spell, in particular, offers a seamless way to write and edit high-quality documents quickly. So, next time you're ready to share a document, you'll know exactly what to do to keep the collaboration smooth and efficient.

Spencer Lanoue

Spencer Lanoue

Spencer has been working in product and growth for the last 10 years. He's currently Head of Growth at Sugardoh. Before that he worked at Bump Boxes, Buffer, UserTesting, and a few other early-stage startups.