Skip to main content
All CollectionsDocumentsDocument Best Practices
Collaborating on Documents in Qualio
Collaborating on Documents in Qualio

A Guide to Collaborative Document Authoring

Rim avatar
Written by Rim
Updated over 2 weeks ago

30-Day Validation Features: One or more of the features here are part of the November 2024 Launch Train and currently only available in your sandbox instance during the validation period. They will be released to all production instances on December 12, 2024, based on plan eligibility. Learn More

Qualio offers multiple ways to collaborate with your team when creating and revising documents. This article outlines the different options available, from simple reviews to real-time co-editing.

Writing in Qualio Documents

You have several choices when drafting documents or content steps in Qualio:

  1. Work independently and send for approval: This is the simplest approach, where you draft the content on your own and then send it directly for approval. Learn More

  2. Work independently, get feedback, and revise: Draft the content, send it for review, incorporate feedback, create a new version, and then send it for approval. Learn More

  3. Collaborate with colleagues: Add colleagues as editors to work on the draft together. Editors can:

    • Edit: Make direct changes to the document.

    • Suggest: Make edits that require approval or can be rejected.

    • Comment: Share feedback to inform changes.

      • Note: The ability to mention colleagues in comments and link them directly to the comment location will be available in open beta after the November 2024 launch.

Important: You can add colleagues as an editor, reviewer, and/or approver. This allows you to record their approval signature and comments in the document history, audit trail, and exports.

Mentioning Your Team in Comments

Use the "@" symbol within comments to tag colleagues with access to the document. This sends them a notification, directing them to your comment and inviting them to contribute.

Note: Using "@" within the content of the document itself presents a list of users but does not send notifications. This feature allows you to easily reference users without having to type their full names.

Managing Updates

When documenting changes between document versions, you have a few options:

  1. Use "Compare Against": On the document overview page, use the "Compare Against" feature to view a side-by-side comparison of two versions, with additions highlighted in green and removals in red.

  2. Prepare a Revision History: Manually create a revision history in your document or its change control to itemize the significant changes made.

  3. Leverage Suggestions: Use the "Suggest" feature when drafting the document. This automatically records all accepted suggestions in the comment history, making it easier to compile the change control or revision history later.

Did this answer your question?