Users can create multi-stage collaborations for document review and approval. Keeping documents, messaging and applications in one place means all stakeholders can access relevant information at the right time.
Each collaboration can contain a number of steps which progress a task to completion. Different users may be included for actions at each step and can communicate using a collaboration thread to discuss the subject matter. Below is an example of a simple document check and approval collaboration.
Creating a Collaboration
Click the Collaboration tab
Click Create new collaboration, located within the top right of the screen
Either select an existing template from the list or click Create New
You can change the Name and Description by clicking in the highlighted sections as seen below
You can add a document by clicking the Select a document button located in the top right
Highlight your desired document by single clicking it and then click Select Document
You will see confirmation that the file has been selected
To get started adding new steps, click Add new step
You will be taken to the collaboration overview screen where you will be able to see an overview of all of the important information related to the collaboration, including:
- All of the tasks required to complete the collaboration
- Messages from all those involved in the collaboration
- Progress indicators