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 step-by-step guide.

Step 1

On the Paperflite home page, click on ‘Collections,’ and then click on a Collection tile that you’d like to share with your teams. Hover over the 3 dots on the bar at the top. Click on the 'Collaborate' icon to add your team members to the Collection.

Step 2

From the slide-in menu, select the users or user groups you want to collaborate the collection with. Then, choose how you'd like them to edit (view/edit) your collection.

Step 3

Once you’ve collaborated content with other users, click on ‘Update’ at the bottom of your screen.

That way, everybody on your team knows what content has already been put together and what else needs to go into it.

You can find who the Collaborators are from your team by toggling ON 'Only Collaborators' under the Collaborate option in your collection.

Step 4

Users within your teams get an email notifying them that you have a new collaborated collection.

Step 5

Clicking on 'Go to Collections' will take users directly to their collections in Paperflite which displays their recently collaborated collections as well. Below is a screen grab of how a user can find the collaborated collection under the 'Collaborated' folder in Collections.

Still have queries? Send us your queries at support@paperflite.com and we'll be glad to assist.