I'm a Windows user, (Microsoft Windows), not an Apple user, but I saw your post.
When I read your discussion I thought this was easy. Open the document into Word, then open the document again into a 2nd Word window. The 2nd Word document would appear but with a warning that it was "Read only" because there was another instance opened for editing.
However, if that doesn't work, how about a workaround? Before opening the document, make a copy of it and (perhaps) give the copy a different name.
What happens if you now open both files?
If it works, then you can do what you have to do on the original, save the changes, then discard the copy.
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