updated about 1 month ago
If you're reading this, you probably already know how to create Collections in Paperflite. Click here just in case if you'd like to refresh your memory.
Imagine yourself and other team members working on the same project/deal together. How do you ensure work is not duplicated amongst yourselves? Or, how do you share content with your team members that you think will find it useful?
Here is a video that shows how collections can be easily collaborated.
Here is a step-by-step guide as well.
On the Paperflite home page, click on ‘My Collections,’ and then click on a Collection tile that you’d like to share with your teams. Notice the option to 'Collaborate' your Collection at the top right side of the Collection.
Click ‘Collaborate’ and select users that you want to share it with. Then, choose how you'd like them to edit (read/write) your collection.
Once you’ve collaborated content with other users, click on ‘Update’ at the bottom of your screen.
That way, everybody in your team knows what content has already been put together and what else needs to go in it.
Users within your teams get an email notifying that you have a new collaborated collection.
Clicking on 'Go to Collections' will take users directly to their collections in Paperflite that displays their recently-collaborated collections as well. Below is a screen grab of how a user is able to see the collaborated collection including the name of the collaborator and the date when it was collaborated.
Still have queries? Send us your queries at firstname.lastname@example.org and we'll be glad to assist.