Collaborating on Documents

Collaborating on Documents 

Add collaborators to documents to allow admins who are not the document owner to edit as well.

Adding Collaborators  

Only the Document ‘Owner’ can add collaborators to the document. To add collaborators, navigate to the document, click the three dots next to the document and select ‘Add Collaborators.’

The ‘Invite Collaborators’ modal will display: 

Select the name of the admin you wish to add as a collaborator from the dropdown menu and press ‘Send’ 

The invited collaborator will then receive an email notification informing them that a document has been shared with them which they can edit. 

*Note: Only Admins with Performance Improvement Workflow access will show in the dropdown menu as possible collaborators. Viewers will not display unless they are the ‘Assigned Manager’ on the Performance Improvement Workflow. 

To view all the collaborators on a specific document simply expand the document in the list view. 

Removing Collaborators

Only the Document Owner can remove collaborators from the document. To remove collaborators, navigate to the document, click the three dots next to the document and select ‘Add Collaborators’ 

The ‘Invite Collaborators’ modal will display: 

Click the X next to the collaborator that you wish to remove. Their edit access will be revoked. 

Note: Admins with access to the Performance Improvement Workflow will all be able to view the document but will no longer be able to edit once their collaborator access is removed. 

The document ‘Owner’ cannot be removed and ownership cannot be transferred. 

Please reach out to support@allvoices.co if you have any questions.