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.
A Collaboration Room may be ended at any time from the Options menu inside the Room. Under Options, choose End Collaboration Room. A pop-up will appear giving you the opportunity to write a personalized message to all participants and choose between options to Keep Changes, Discard Changes, or Cancel.
Keep Changes ends the Room, notify all participants via email the Room has ended, and create a new version of the document in the Document Detail record.
Discard Changes will end the Room, notify all participants via email the Room has ended, and revert to the version of the document that existed before.
Cancel will not end the Room and simply return you back without sending notifications.
The “Document Collaboration in progress” banner is removed from the document record, and the approved version is added as the latest version in Document Versions the bottom of the document record.
NOTE: PDF files cannot be edited in the Collaboration Room.