Real-Time Collaboration
Work together seamlessly with live cursors, instant updates, and built-in communication tools. Our collaboration features make remote teamwork feel as natural as being in the same room.
New: We've just launched advanced presence indicators with status broadcasting!
Live Presence
See who's viewing or editing any document in real-time. Colored cursors show exactly where each team member is working, preventing conflicts and enabling natural collaboration. Hover over an avatar to see what they're doing.
Click on a teammate's avatar to follow their cursor and see exactly what they're looking at.
Presence States
Team members can broadcast their current state using the following keyboard shortcuts:
Active editing β Green indicator (automatic)
Reviewing β Press
Cmd+Shift+Rto toggle review modeThinking β Yellow indicator after 30 seconds of inactivity
Away β Gray indicator after 5 minutes
Presence data is transmitted over WebSockets. If you're behind a strict firewall, ensure ports 443 and 80 allow WebSocket connections.
Comments and Mentions
Add comments directly to any item by selecting text or clicking the comment icon. Use @mentions to notify specific team members and keep discussions contextual. Comments support rich formatting, code snippets, and file attachments.
Feature Comparison Matrix
Feature | Starter | Pro | Enterprise |
|---|---|---|---|
Live cursors | β Up to 5 users | β Up to 50 users | β Unlimited |
Real-time sync | β 2-second delay | β Instant | β Instant + priority |
Comments & mentions | β Basic | β + Rich media | β + AI summaries |
Version history | 7 days | 30 days | βΎοΈ Unlimited |
Granular permissions | β | β Role-based | β Custom policies |
Audit logs | β | β | β Full access |
Price/month | $0 | $49 | Custom |
Need help choosing? Check our pricing guide for detailed feature breakdowns and use-case recommendations.
Advanced Comment Workflows
Power users can leverage these advanced commenting patterns:
Threaded discussions β Reply to comments to create nested threads up to 5 levels deep
Resolved comments β Mark comments as resolved; they'll collapse but remain searchable
Code snippets in comments β Use triple backticks to embed syntax-highlighted code:
// Example: mention a user programmatically const mention = { type: 'mention', userId: 'usr_12345', displayName: '@alice' };Emoji reactions β Add π π π π β€οΈ to comments without cluttering threads
Version History
Every change is automatically saved and versioned. View the complete history of edits, see who made each change, and restore previous versions with one click. This provides peace of mind and an audit trail.
Version history is retained for 30 days on Pro plans and indefinitely on Enterprise plans.
Restoring Previous Versions
To restore a previous version:
Open the document you want to restore
Click the History icon (clock symbol) in the top-right toolbar
Browse the timeline or use the search filter
Select the version you want to preview
Click Restore this version
Important: Restoring a version creates a new versionβit doesn't delete the current one. You can always revert to the state before the restore.
Comparing Versions
Use the diff viewer to see exactly what changed between any two versions. Additions are highlighted in green, deletions in red.
# Access version history via API
curl -X GET https://api.ferndesk.com/v1/documents/{doc_id}/versions \
-H "Authorization: Bearer YOUR_API_KEY"Sharing and Permissions
Control who can view, comment, or edit each item with granular permissions. Share links with expiration dates or require passwords for extra security. Public sharing makes it easy to collaborate with external stakeholders.
Permission Levels
Role | Capabilities |
|---|---|
Viewer | Can read content, view comments, export PDFs. Cannot edit or comment. |
Commenter | All viewer permissions + can add comments and suggestions. Cannot directly edit. |
Editor | All commenter permissions + can edit content, accept/reject suggestions. |
Owner | Full control: edit, share, delete, manage permissions, view analytics. |
Pro tip: Use Commenter role for client feedback sessionsβthey can suggest changes without accidentally overwriting your work.
Temporary Access Links
Generate time-limited share links with custom expiration dates:
1 hour β Quick reviews or live presentations
24 hours β External stakeholder feedback
7 days β Client collaboration sprints
30 days β Long-term partner access
Custom β Set any expiration date and time
Expired links return a 403 Forbidden error. Recipients will need to request a new link from the document owner.
Security Best Practices
For sensitive documents:
Enable password protection on share links
Set expiration dates for all external shares
Use Commenter or Viewer roles by default
Enable audit logs (Enterprise plan) to track all access
Regularly review active shares in the Access panel
Keyboard Shortcuts
Master collaborators use these shortcuts to work faster:
Shortcut | Action |
|---|---|
| Insert link or mention |
| Add comment to selection |
| Open mention picker |
| View document history |
| Manage permissions |
π You're now ready to collaborate like a pro! Explore our advanced workflows guide for team-specific tips.