Tuesday, September 28, 2021

How to Create Documents and Collaborate Directly in Google Chat

Google Chat logo

Collaborating on a document in Google Chat saves you time and a couple of steps. With a simple click, you can create a Docs, Sheets, or Slides document and work on it together right in a Google Chat room.

Create a Document in Google Chat

You can use either the Google Chat website or Google Chat in Gmail to create your document. Head to one of these websites and visit the Chat room where you want to collaborate.

To the right of the message box, click the Create New Document icon. Choose Google Docs, Google Sheets, or Google Slides.

Click Create New Document and pick Google Docs, Sheets, or Slides

In the pop-up window, give your document a name and click “Share.” Remember, you’ll be sharing this document with everyone in the room.

Name the document and click Share

Make note of the statement in the window, which explains that the document will be saved to Google Drive, sent to the room, and made available for editing by room members.

Next, you’ll see the Google Chat room slide over to make room for the Docs or Sheets document on the right. If you create a Google Slides document, this will open in a new tab.

Google Docs new document in Google Chat

Others in the room will see the document almost instantly. They can then click to open it right within the chat.

Open the document in Google Chat

You can work on the document in real-time with the other room members. Move your cursor over the colored areas to see who’s working on what.

See who is making edits in a Chat document

Changes are saved automatically, just like when you work with a document on the Google Docs, Sheets, and Slides websites.

To close the document, click the “X” at the top right, and you’ll return to your full Google Chat room window.

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Reopen the Google Chat Document

If you exit Google Chat and want to reopen that document, there are a few easy ways to do so.

Head back to the room containing the document. You can click the document to open it in the chat just like before. You can also open it in a new tab, which takes you to the document on the Docs, Sheets, or Slides site.

Click Open in New Tab

Alternatively, you can open the document in Google Drive. If you’re the one who created the document, you’ll find it in My Drive. If someone else created the document, you’ll find it in the Shared With Me section of Google Drive.

Open the document in Shared With Me in Google Drive

Regardless of where you open the document, all edits will be saved like with any other Google Docs, Sheets, or Slides document.

Access the Chat Document on Your Mobile Device

You can’t create a document in the Google Chat or Gmail mobile apps (as of this writing in June of 2021), but you can open a document that was created in a room.

Open either Google Chat or Gmail (with Chat enabled) on your device. Visit the room and tap the document. It will then open in the Google Docs, Sheets, or Slides app.

Open the Chat document on your mobile device

If you have Google Drive on your mobile device, you’ll find the document there, too, as described above.

Want to meet with your team later to work on those documents? Get everyone together by scheduling a Google Calendar meeting right from Google Chat.


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