FAQ: How can I collaborate with my team on a document?

Zudello offers several features to help you collaborate with colleagues directly within the context of a specific document:

1. Chat:

   • Each document has its own dedicated chat thread, accessible via the Chat icon in the sidebar of the document viewer.
   • You can post messages, ask questions, provide updates, or discuss specific details related to that document.
   • All messages are stored chronologically as part of the document's history.
   • See Using the Document Chat.

2. Mentions (@):

   • Within the chat, you can type @ followed by a colleague's name (e.g., @Jane Doe) to mention them specifically.
   • Mentioning a user typically sends them a notification (in-app or via email/Slack/Teams, depending on their settings), drawing their attention to your message and the document.
   • This is useful for asking specific users questions or requesting their input.
   • See Using Mentions.

3. Assignees:

   • You can assign one or more users to a document using the Assign User icon (in the header or list view).
   • Assigning a user indicates they have responsibility for or need to review the document.
   • Users can filter document lists to see items specifically assigned to them ("My Items").
   • Assignees may receive notifications depending on workflow configurations.
   • See How do I assign users?.

4. Approval Workflow:

   • The formal approval process inherently involves collaboration, routing the document to specific users or groups for review and action (Approve/Reject).
   • Approvers can see the document details, previous comments (in chat), and the history before making their decision.
   • Rejection reasons provide feedback to the submitter or previous approvers.

By using these features, teams can communicate effectively about specific transactions, resolve queries quickly, and maintain a clear audit trail of discussions and decisions directly linked to the relevant document.