A family of Microsoft spreadsheet software with tools for analyzing, charting, and communicating data
The hard disk change is unlikely to be the direct cause. The behavior described matches a co-authoring lock condition, which usually happens when at least one requirement for co-authoring is no longer being met.
Based on the supported causes, check these items in order:
- Confirm both people are using a co-authoring-supported Excel app
If just one person opens the workbook in a version of Excel that does not support co-authoring, everyone else gets the locked message.
Supported versions include:
- Excel for Microsoft 365
- Excel for Microsoft 365 for Mac
- Excel for the web
- Excel for Android
- Excel for iOS
- Excel Mobile
- Make sure the workbook is in a supported location
Co-authoring is available when the file is stored on:
- OneDrive
- OneDrive for Business
- SharePoint in Microsoft 365
- Check the file format
For Excel co-authoring, use one of these formats:
-
.xlsx -
.xlsm -
.xlsb
.xlsx,.xlsm, or.xlsb. -
- Verify the workbook is not using a feature that blocks co-authoring
Co-authoring is unavailable if the file is:
- checked out from SharePoint
- encrypted with password protection
- marked as final
- using IRM/DRM
- containing ActiveX controls
- Check permissions If the other person only has view permission, co-authoring will not be available. In Excel, a user with view-only access can use Viewing > Request more access to ask for edit permission.
- Check whether the file is still temporarily locked by a stale session
If Excel thinks the file is still open:
- close the workbook on all devices
- wait a few minutes for the server to release the lock
- if needed, close Excel and restart Windows
- Check the OneDrive sync app
If the file is being opened through the OneDrive sync app, make sure:
- the sync app is the latest version
- syncing is not paused
For the specific requirement of allowing a guest to edit simultaneously without signing in, the provided material does not document anonymous guest co-authoring behavior or settings. The supported guidance here is to verify co-authoring prerequisites: supported app version, supported storage location, supported file format, edit permissions, and absence of blocking features.
References: