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Collaboration and “the Cloud”

Author: Sophia

what's covered
In the previous lesson, you learned about virtual meetings. In this lesson, you will focus on cloud collaboration tools. These platforms let teams share files and work together from anywhere. Specifically, this lesson will cover:

Table of Contents

before you start
Think about the last time you worked on a group project. Did you email files back and forth? Did you struggle to find the latest version? Cloud collaboration tools solve these problems. They let teams work together on the same files in real time.

1. Understanding Cloud Storage

To start exploring how collaboration happens in the cloud, it is important to first understand where your files go when you are not saving them directly on your computer.

Cloud storage saves your files on remote servers—powerful computers located off-site and maintained by companies like Google, Microsoft, or Dropbox— instead of on your personal device. You can access these files from any device with internet access.

This means that you are no longer tied to a single device—whether you are using a tablet, laptop, or phone, your files stay up to date and ready to use.

The image below shows the same cloud-based sales report being accessed on multiple devices at once, highlighting the convenience and flexibility of cloud storage.

A professional workspace showing someone accessing the same document on a laptop, tablet, and smartphone, demonstrating cross-device accessibility.

When you save a document to Google Drive, it does not use space on your computer. It lives on Google’s servers. You can start work on your office computer, make edits on your phone, and finish up on your home laptop.

Cloud storage works with common office programs. This makes it easy to share and update files without extra steps.

EXAMPLE

A user opens a Google Docs file stored in Google Drive, makes edits, and shares it instantly with a peer. Similarly, a file in OneDrive can be opened in Microsoft Word, edited, and saved automatically without switching apps.

Most services offer free storage with limited space. They also offer paid plans for more storage. Understanding these limits helps you manage files better.

try it
If you have access to Google Drive or OneDrive, upload a simple document. Then, access that file from a different device or web browser. If you do not have access to these tools, imagine how this would help a remote team member access files from home.
What happens when you access your file from different places, and how would this benefit remote workers?
The file should look the same everywhere with all your changes saved. This lets teams work together regardless of location or device.

big idea
Cloud storage makes file management flexible and accessible for modern work teams.

terms to know
Cloud Storage
A service that stores files on remote servers instead of local devices.
Remote Servers
Powerful computers located off-site that store, process, or manage data and can be accessed over the internet.


2. Sharing Files and Setting Permissions

Once your files are stored in the cloud, the next step is learning how to share them safely and effectively.

File permissions let you decide who can view or edit your shared documents. Most cloud platforms give you different permission options. Knowing how to use them helps keep your files safe while still working with others.

  • View-only access lets people see your document but not change it. This works well for final reports or company policies.
  • Comment access allows feedback without permitting the original content to be edited.
  • Edit access gives full control to modify the document.
The image below shows a typical sharing settings menu, where you can choose between viewer, commenter, and editor roles. This simple interface makes it easy to control who can access your document and what they can do with it, helping you collaborate while keeping your content secure.

A computer screen showing file sharing settings with different permission levels (view, comment, and edit).

EXAMPLE

A project lead shares a Google Doc with view-only access for stakeholders, comment access for team members, and edit access for co-leaders to keep it secure and collaborative.

You can share files by entering email addresses or creating shareable links. Links are convenient but require careful use. You can often add limits, such as expiration dates, or restrict access to users within your organization.

watch
Take a look at this short video to see how a cloud-based file in OneDrive online can be shared across different workplace tools.

Some companies use domain restrictions. Files can only be shared with people who have company email addresses. This adds security for workplace documents.

try it
Practice adjusting sharing settings in a cloud application, if available. Try different permission levels and notice what options are available. If you do not have access, think about a time when you needed different people to have different levels of access to information.
Why would you give different permissions to different people in a work project?
Different team members have different roles. Contributors need edit access. Reviewers need comment access. Stakeholders might only need view access. Matching permissions to roles maintains security while enabling appropriate collaboration.

big idea
Smart permission settings enable collaboration while protecting document security and integrity.

terms to know
File Permissions
Settings that control what different users can do with shared documents.
View-Only Access
A setting that allows people to see documents but not make changes.
Comment Access
A setting that lets users add feedback without editing content.
Edit Access
A setting that lets users make direct changes to a document.
Domain Restrictions
Security settings that limit sharing to users with specific email domains.


3. Real-Time Coediting

After setting the right permissions, teams can take collaboration a step further with real-time coediting—a feature that allows multiple people to work on the same file simultaneously, with instant updates and visual cues showing each person’s activity.

EXAMPLE

Three teammates write a report together in Google Docs, seeing each other’s changes appear instantly and knowing who is editing each part.

Real-time coediting is enhanced by cursor tracking, which displays each person’s cursor in a different color to show where they are working and prevent overlap.

To streamline communication, platforms offer built-in chat features for quick back-and-forth discussions, while comments are used for document-specific feedback and suggestions.

The image below shows how real-time coediting platforms display both comments and chat, helping team members communicate directly within the document while they work together.

Shared document titled “Collaboration Meeting Notes” with visible sections and a sidebar showing a comment and a chat between collaborators.

IN CONTEXT: Working Together in Real Time with Google Docs

A consulting team needs to finish a proposal in just 3 hr. The teammates split the work to save time: One person writes the executive summary, another writes the methodology, and a third works on the timeline and budget.

They use Google Docs, which lets them all open the same document simultaneously and work together in real time. As each person types, they can see each other’s updates right away—there is no need to send different versions back and forth.

While writing, the person working on the methodology realizes that what they are writing affects the project timeline. Instead of waiting or sending an email, they use the chat tool inside Google Docs to message the teammate working on the timeline section immediately. That teammate makes changes at the same time, keeping everything in sync.

This helps the team avoid mistakes, fix problems quickly, and make sure that the whole document makes sense. It also saves time and helps everyone stay on the same page—literally.

For the best results, teams should agree on clear collaborative protocols—deciding who edits which sections and how to communicate during the process—to keep everything running smoothly.

learn more
To learn more about real-time coediting and collaboration, check out this optional supplemental reading:

Can Real-Time Editing Really Enhance Productivity and Collaboration?

try it
If possible, work on a simple document with someone else in real time. Try editing different sections, and use the comment feature. If this is not available, observe how real-time collaboration might work by watching others or thinking about instant messaging.

big idea
Real-time coediting transforms collaboration from a step-by-step process to a dynamic team experience.

terms to know
Real-Time Coediting
An approach that allows multiple users to edit the same document with instant updates.
Cursor Tracking
A visual indicator showing where different people are working in a shared document.
Built-in Chat Features
Communication features within collaborative applications.
Collaborative Protocols
Agreed practices that teams use to coordinate effective editing.


4. Comparing Cloud and Local Storage

While cloud storage offers many benefits for collaboration, it is helpful to understand how it compares to storing files locally—each option has its own strengths and limitations.

The table below compares these strengths and limitations to help you choose the best option for your needs.

Storage Type Benefits Challenges
Cloud storage
  • Allows access to files from anywhere
  • Automatic backup
  • Easy collaboration
  • Automatic updates
  • Saves space on your device
  • Protects files if your computer breaks
  • Requires an internet connection
  • Privacy concerns for sensitive data
  • Ongoing costs
  • Involves service dependency—relying on a provider to access and manage files
  • Large files sync slowly
  • Service outages block access
    • Sensitive data can be exposed if encryption (data protection by coding) is off or a breach (unauthorized access) happens
Local storage
  • Works without the internet
  • Provides full control of data
  • Fast access to large files
  • No monthly fees
  • Keeps sensitive data private
  • Files are stored only on one device
  • Manual sharing is needed
  • No automatic backup
  • No disaster recovery—files may be lost if the device fails
  • Hard to track changes with multiple users

Many professionals use a hybrid storage approach—keeping shared project files in the cloud and saving large or sensitive files on their own devices with regular backups.

EXAMPLE

A freelance photographer uses a hybrid storage approach. They use cloud storage for client galleries and team projects, enabling easy access and collaboration. For large photo archives and raw files, they rely on local storage to avoid slow syncing and maintain full control.

think about it
Consider the files you use regularly. Which ones do you need from multiple locations? Which ones do you only use in one place? Based on your needs, which files benefit from cloud storage versus local storage?

big idea
The best file management strategy combines cloud and local storage based on how you actually use your files.

terms to know
Service Dependency
Reliance on external companies for access to files.
Encryption
Process of turning data into code to keep them secure.
Breach
Process in which someone gains unauthorized access to data or systems, often resulting in data exposure or loss.
Local Storage
A method of saving files directly to a device’s internal hard drive or connected external storage.
Disaster Recovery
The ability to restore files after equipment failure or emergencies.
Hybrid Storage Approach
Using both cloud and local storage based on specific file needs.


5. Version Control and Recovery

As teams collaborate on shared documents, it is important to keep track of changes and be able to recover earlier versions.

Version control uses systems that manage different versions of a file and track changes over time. This supports document recovery, which means that you can restore earlier versions or bring back deleted content when needed.

Most cloud platforms automatically save a version history, which is a record of changes showing who made edits and when. You can compare versions side by side or go back to an earlier one, if necessary.

Some tools also include a suggestion mode, where proposed changes are kept separate from the final content. This keeps the version history clear and easy to follow.

EXAMPLE

A legal team uses version control to track edits while drafting a contract. When a client requests an earlier version of a clause, the team quickly restores it from the document history without losing other updates—saving time and keeping clear records.

Version control helps eliminate any confusion caused by multiple versions with similar names, such as “Final_v3” or “Final_FINAL.docx.” Instead, everyone works on the same file with a complete change history.

try it
In a cloud document application, make several small edits, then explore the version history. If you do not have access to these tools, think about times when you wished you could see who changed what in a shared document.
What information can you see about your changes, or what would be helpful to track?
You should see time stamps (like “edited 3 hr ago”), who made changes (team member names), and, often, the specific content modified (highlighted changes or revision notes). This transparency helps teams understand how documents are developed and resolve conflicts when multiple people contribute. For example, if two people edit the same paragraph, you can see both versions and choose the best one.

big idea
Version control transforms document management into a system that preserves history and enables confident collaboration.

terms to know
Version Control
Systems for managing different versions of files and tracking changes.
Document Recovery
The ability to restore previous versions or recover deleted content.
Version History
A record of document changes that allows previous versions to be viewed and restored.
Suggestion Mode
A feature that tracks proposed changes separately from the final content.

summary
In this lesson, you explored the key tools and best practices for working with cloud technology in today’s workplace. You began by understanding cloud storage, using platforms like Google Drive and OneDrive to access files from anywhere.

You learned how sharing files and setting permissions help teams work together securely. You explored the concept of real-time coediting, where multiple people can work on the same document at the same time.

By comparing cloud and local storage, you learned the pros and cons of each option and how to choose the right one for your needs. You also discovered version control and recovery, which helps you track changes and bring back older versions when needed.

These cloud-based tools and habits support efficient, secure, and flexible teamwork in the modern workplace.

Next, in Unit 2: Essential Office Applications, you will build on this foundation by learning how to create and develop documents using common office software tools.

Source: THIS TUTORIAL HAS BEEN ADAPTED FROM OPENSTAX’S “WORKPLACE SOFTWARE AND SKILLS.” ACCESS FOR FREE AT OPENSTAX.ORG/DETAILS/BOOKS/WORKPLACE-SOFTWARE-SKILLS. LICENSE: CREATIVE COMMONS ATTRIBUTION 4.0 INTERNATIONAL.

REFERENCES

Dropbox. (2024). Real-time editing and collaboration features. www.dropbox.com/resources/real-time-editing

Terms to Know
Breach

Process in which someone gains unauthorized access to data or systems, often resulting in data exposure or loss.

Built-in Chat Features

Communication features within collaborative applications.

Cloud Storage

A service that stores files on remote servers instead of local devices.

Collaborative Protocols

Agreed practices that teams use to coordinate effective editing.

Comment Access

A setting that lets users add feedback without editing content.

Cursor Tracking

A visual indicator showing where different people are working in a shared document.

Disaster Recovery

The ability to restore files after equipment failure or emergencies.

Document Recovery

The ability to restore previous versions or recover deleted content.

Domain Restrictions

Security settings that limit sharing to users with specific email domains.

Edit Access

A setting that lets users make direct changes to a document.

Encryption

Process of turning data into code to keep them secure.

File Permissions

Settings that control what different users can do with shared documents.

Hybrid Storage Approach

Using both cloud and local storage based on specific file needs.

Local Storage

A method of saving files directly to a device’s internal hard drive or connected external storage.

Real-Time Coediting

An approach that allows multiple users to edit the same document with instant updates.

Remote Servers

Powerful computers located off-site that store, process, or manage data and can be accessed over the internet.

Service Dependency

Reliance on external companies for access to files.

Suggestion Mode

A feature that tracks proposed changes separately from the final content.

Version Control

Systems for managing different versions of files and tracking changes.

Version History

A record of document changes that allows previous versions to be viewed and restored.

View-Only Access

A setting that allows people to see documents but not make changes.