Collaborative document editor
Write shared documents, discuss changes and return to version history. Keep briefs and working knowledge close to the team using them.
A practical example for your team
A project team drafts a delivery brief together, discusses an unclear requirement and returns to the document when the scope is reviewed.
Illustrative workflow. Your setup, access and enabled features determine the available steps.
See how Documents fits togetherHow collaborative document editor works
- 1
Create a shared reference
Write a brief, working note or guide in the document workspace. Give the document a clear purpose so the team knows when to use it.
- 2
Collaborate on changes
Use the available editing and discussion tools to develop the content. Keep questions with the document they concern instead of losing the context in a separate thread.
- 3
Return to the record
Review document history when you need to understand earlier changes. Set access for the people who should read, edit or review the work.
Related Documents features
Document reviews and approvals
Assign document reviewers, track review deadlines and keep decisions with the document. Make the next review responsibility visible.
Explore document reviews and approvalsCompany knowledge and policy documents
Organize policy guidance and shared knowledge in the document workspace. Keep the current reference and its review context easy to find.
Explore company knowledge and policy documentsReusable document templates
Start recurring briefs, notes and policies from a reusable document template. Keep the structure consistent while tailoring each document to its purpose.
Explore reusable document templatesWhat to prepare for a walkthrough
Bring a sample brief or policy and the review process it follows. Discuss editing access, review responsibilities and any required signing workflow.
Bring an example of this process and the people who need to participate. We can confirm the relevant plan, access and configuration.
Make collaborative document editor work for your team.
Tell us what you need to achieve. Your enquiry will include this feature so the conversation starts with the right context.