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Tutorial: Collaborate on Documents

Goal: Communicate effectively with team members about specific documents and organise documents using tags for easier tracking and filtering.

Working with documents often involves asking questions, providing updates, or simply categorising information for later retrieval. Zudello includes built-in tools to facilitate collaboration directly within the context of a specific document, reducing the need for separate emails or messages.

This guide explores two key collaboration features: first, using the integrated Chat function to have contextual conversations and mention colleagues; second, applying Tags to documents for better organisation, filtering, and status tracking.

Sections:

  1. Using the Document Chat
  2. Using Document Tags

Let's start by exploring the document chat feature.

title: Overview - Collaborating on Documents description: Learn how to use Zudello's chat and tagging features to communicate with colleagues and organise documents. slug: /product-guide/general-user/collaborate-docs/overview sidebar_label: Overview

Tutorial: Collaborate on Documents

Goal: Communicate effectively with team members about specific documents and organise documents using tags for easier tracking and filtering.

Persona: Maria Garcia (New General User)

Working with documents often involves asking questions, providing updates, or simply categorising information for later retrieval. Zudello includes built-in tools to facilitate collaboration directly within the context of a specific document, reducing the need for separate emails or messages.

This guide explores two key collaboration features: first, using the integrated Chat function to have contextual conversations and mention colleagues; second, applying Tags to documents for better organisation, filtering, and status tracking.

Sections:

  1. Using the Document Chat
  2. Using Document Tags

Let's start by exploring the document chat feature.