A Collaboration Room is a feature of the system where invited participants can review, comment on, redline and exchange messages with others about a document online. Using the Collaboration Room eliminates the need to send documents back and forth as email attachments during negotiations.
NOTE: Collaboration Rooms are a feature available only in accounts which have paid for them.
The Collaboration Rooms feature must be activated in order to use them. Go to Settings>Application Settings and toggle Collaboration Room to the ON position.
The Secured Document Default toggle allows you to set the default for whether 3rd party users will be required to login to access that Collaboration Room. You will be able to override this setting when creating a Collaboration Room.
The Track Changes Default toggle allows you to select whether or not track changes is on by default in the Collaboration Room. You will be able to override this default setting when creating a Collaboration Room.
If you make any changes to these Collaboration Room settings, click Save at the top of the Application Settings before exiting.