Getting Started: Creating a Collaborative Document

Version 2

    Documents

     

    You can create documents from scratch in the community and easily collaborate on them with other users. They are created, edited and live directly in the community.

     

     

    Create a new collaborative document

    • Click the pencil icon on the top menu and select Document.
    • Enter a title for your document in the field at the top
    • Enter content into the content field. You can format your text however you’d like, or insert videos, images, hyperlinks, emoticons, and tables.
    • Spellcheck your document or view your content in HTML by clicking the "<>" icons in the upper right corner of the content field.
    • Optionally attach supporting files to your document by clicking the Attach icon in the left corner of the text editor.

    Posting your document

    • Next, choose a place to post you document.
      • Documents can be posted in a specific place, made available only to yourself, or open only to a set of people or community.
    • Under the Tag This Document section, add relevant tags to your document so that it is easily searchable. You can choose from a list of popular tags or write your own.
    • The Advanced Options section will allow you to control accessibility of your document. If you choose not to modify the advanced options, the defaults will be used.
      • Restrict Authors - select if you wish to control the user(s) that can edit your document besides yourself.
        • Defaultall users with edit document rights can edit the document.
      • Require Approval before Publication - this option allows you to choose user(s) to approve the document before it’s published. Choosing multiple people requires all to approve before publish. 
        • Default:no approval is needed.
      • Restrict Comments -  turns off the ability to comment on the document.
        • Default: any user with ability to contribute to documents can comment.
    • You can either save your document as a draft and edit it later or choose to publish the document immediately.

     

    Tips

    • If you check the box Minor Edit at the bottom of the doc when go in and edit the document after initial publication, people following the doc will not be notified of the update. This is great for minor edits or edits that do not require others' attention.