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I have an Excel file shared widely on SharePoint. Most users open the document with Excel Online. A couple times, I've seen when a user opens it with the Excel client, it then locks the file for editing for other users. As soon as that user closes the Excel client, the lock is removed. Check-outs are not required on the Document Library. I do want to allow co-authoring.

What can I do to prevent this locking? Is there a way to block anyone from opening the document using the Excel client?

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The most common one is because someone has opened the file with a version of Excel that doesn't support co-authoring.

If just one person does this, then everyone else will get the "locked" error, even if everyone else is using a version of Excel that does support co-authoring. Please check the user’s excel version.

Reference: Why am I getting the “File is locked” error?

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  • Is there a way to block anyone from opening the document using the Excel client?
    – Eliezer
    Commented Nov 27, 2018 at 12:16

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