Collaborating on Documents

Collaborating on Documents

Sometimes it may be necessary to work on case-specific documents with others. With Thread, you can collaborate easily with other members of your organisation on File Documents.

1. Within a file, select the document you wish to collaborate on and click Share



2. A pop-up window will appear where you need to enter the recipient email address and choose if you want them to have read-only or editing permissions.



You can also leave a note below for your colleague.

3. Click Share. 


Your colleague will receive an email with a link to the document shared. If they have editing permissions, any changes made on the document will be saved to the document in Thread.

Should you wish to restore a previous version of the document, see Restoring Previous Versions of Documents for more details. 

To learn more about all that you can do with file documents, go to File Documents - Overview.


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