Collaborating on Documents
Document Management provides the ability for users to collaborate on and provide comments about a document in the Document Management system rather than in an outside word processing application. Below is the collaboration workflow. The flow starts when the document owner checks in the document (1) and continues through collaboration approval (5). Step 6 is when the document proceeds to the normal Document Management workflow once collaboration is complete.
Once all collaborators have completed their reviews, the primary file is updated with all of the collaborators' comments. The document owner then receives email notification and can access the annotated document through either the document repository or from the Document Coordinator dashboard > Document Needs Approval tab on the Portal Page. The owner must check out the document, make the edits indicated in the comments, and then check in the document again. At this point, the document follows the default approval workflow for documents.
Document collaboration consists of the following steps:
- Creating a Document Record for Collaboration
- Routing a Document for Collaboration
- Performing a Collaboration Review
- Performing a Collaboration Review in Office Online
- Updating Content from a Collaboration Review
See Also
Setting Up Review Collaboration
Accessing the Document Repository
Viewing the Document Detail Record