SmartDoc Collaborative Mode is designed to transform the way you work on documents, making it easier than ever before to collaborate with others in real time. Imagine working on a document with a colleague where you both can see each other's edits, cursor movements, and even where your colleague is focusing their attention - all in real time.
Plan Availability | All plan types with varying limitations |
Permissions | General Access: Can edit within permissions set for the SmartDoc |
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Key Features of Collaborative Mode
Real-Time Edit Display
Instant Updates: Edits made by one user are immediately visible to others, even before the document is saved.
Cursor Tracking: See your collaborators' cursor movements and text inputs in real time, ensuring synchronized work.
Document State Preservation
Uninterrupted Collaboration: If a user exits the document without saving, their edits are preserved. When they return, the document reflects its latest state, including other collaborators' changes.
Safeguard Against Data Loss: If the last collaborator exits without saving, the original content is restored, discarding unsaved changes.
Saving During Collaboration
How to Save: Any collaborator can save the document by clicking the Save button or pressing
CONTROL + S.Saved Version Behavior: The record’s SmartDoc content updates with the latest save, replacing the prior version.
Multi-User Support
Unlimited Collaboration: Multiple users can collaborate simultaneously.
Color-Coded Cursors: Each collaborator’s cursor and recent edits are highlighted with unique colors for easy identification.
How to Enable Collaborative Mode
Collaborative Mode activates automatically when two or more users edit the same SmartDoc field at the same time. There’s no need to enable it manually.
Practical Scenarios and Use Cases
1. Departmental Collaboration
Scenario: The Marketing team is preparing a new campaign and needs to brainstorm content ideas collaboratively. Solution: Team members work on a shared SmartDoc, using real-time updates to refine ideas without the need for back-and-forth emails.
2. Project-Specific Documentation
Scenario: A cross-departmental team is documenting the progress of a major initiative. Solution: Use Collaborative Mode to enable members from different departments to contribute to the SmartDoc, ensuring a comprehensive and unified report.
3. Quick Edits During Meetings
Scenario: During a team meeting, the agenda and notes require frequent updates. Solution: Attendees edit the SmartDoc simultaneously, keeping the discussion productive and ensuring everyone is aligned.
Tips for Effective Collaboration
Communicate Clearly: Use comments and consistent formatting to avoid confusion.
Save Frequently: Encourage collaborators to save regularly to ensure their changes are preserved.
Monitor Cursor Movements: Use color-coded cursors to track who’s editing what in real time.