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For the PIE Initiator:
1. Download the document
- Open the PIE form by clicking “New”
- Scroll down to “Attachments”
- Click “Download PIE-Planning Phase Word Doc”
- Navigate to the top right of your browser and click on the … to open the additional drop-down of options and select “Download”
2. Open the document in Word (desktop application)
- Open the file using the Word desktop app (not Word in a web browser).
3. Save the document to OneDrive
- In Word, go to File → Save As → OneDrive.
- Choose a folder in your OneDrive where you want the document to live long-term.
- This OneDrive version will be the main working document.
4. Share the document with co-initiators
- In the Word desktop app, select the Share button in the top-right corner.
- Add co-initiators and ensure they have edit access.
- Once shared, all users will be editing the same file in the initiator’s OneDrive.
For Co-Initiators (Collaborators):
1. Open the shared document
- Access the document through the sharing link or directly from OneDrive.
- Open it in Word (Only the desktop app will work).
2. Edit and save normally
- All changes are automatically saved to the shared document in the initiator’s OneDrive.
- Multiple users can edit at the same time.
3. Do not save a copy
- Avoid using “Save a Copy” or downloading a separate version.
- Saving a copy creates a new file that is no longer connected to the shared document and may cause version control issues.
Working on the Document Later (Non-Simultaneous Editing):
If you are not collaborating at the same time, simply:
- Reopen the document from the initiator’s OneDrive (or the original sharing link).
- Continue editing where you left off.
As long as everyone uses the same shared file, all updates will remain in one place.