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.
Collaborators can edit documents and add comments, submit changes, and are required to approve. Reviewers are limited to viewing documents and submitting comments.
Because multiple collaborators may be editing the same document, it’s important to understand the difference between the two co-editing modes.
Negotiation (External) Mode
This mode is intended for your organization to internally and externally collaborate on negotiating the terms of a contract. Edits that occur are not in real-time as both sides may be providing edits asynchronously. Parties on either side of a negotiation in this mode can edit the document at will, in their own time, and only reveal the edits when they are ready to submit the changes to the record. External mode is the default, and we recommend that you stay in External mode most of the time, especially when collaborating with third parties, as it provides more control over which edits can be viewed and when.
Realtime Collaboration (Internal) Mode
This mode is intended for your organization to internally collaborate on drafting contracts and other documents. Edits that occur by each participant are viewable in real-time, meaning changes are seen as each participant types them, plus each other's approvals, rejections or comments at the moment they are entered. This mode is ideal for inviting your team to collaborate in real time on a document as you discuss it.