Collaborating with QorusDocs FAQs

You can collaborate with any of your co-workers, regardless of whether they have a QorusDocs license.

If the people you collaborate with have a QorusDocs license, they will have access to the full range of functionality QorusDocs has to offer for their QorusDocs user role (standard, designer, or admin).

If the people you collaborate with do not have a QorusDocs license, they are treated as guest users. Guests can respond to and action collaboration assignments, but cannot create assignments themselves, or access any other QorusDocs functionality, like the ability to search.

Please note that the number of concurrent assignments a guest user can have is limited to twenty at a time (across all documents).

Guests are automatically added by QorusDocs whenever you create an assignment for a co-worker who does not have a QorusDocs license.

Yes, they can install the QorusDocs Add-in – and in fact if you've assigned parts of a document to a guest, they won’t be able to easily view which parts you've assigned to them without it.

The first time you create an assignment for someone who does not have a QorusDocs license, they’ll receive an email welcoming them to QorusDocs, with links to get the QorusDocs Add-in for Word, PowerPoint, and Excel.

As soon as they’ve installed it, they’ll be able to sign in and get to work on their to-do list.

Pursuit-level assignments

Pursuit-level assignments are assignments that are created within the context of a Pursuit, and that are not associated with any documents. Pursuit-level assignments are created in the Pursuit workspace in your QorusDocs Hub using your web browser. You can create Pursuit-level assignments when you want to assign a general task (such as scheduling a Kick-off call) related to a Pursuit. Recipients can access and action the assignment in the QorusDocs Hub.

You can click here to learn more. 

Document-level assignments

Document-level assignments are assignments that are associated with Word documents, Excel spreadsheets, or PowerPoint presentations.  

There are two types of Document-level assignments:

1. In-Document (assign document parts): 

   These are assignments that you can create inside of Word, PowerPoint, and Excel using the QorusDocs Add-ins when you want to assign a specific question, section or part of a document. The document can be part of a Pursuit, or simply in a shared location that people you’re collaborating with can access. You can click here to learn more. 

2. Pursuit document assignments (assign whole documents): 

   Allows you to quickly create assignments for Pursuit documents in a single action. This is ideal for situations where you want to keep fast-moving reviews on track without managing multiple inline assignments. The assignment is associated with the document as a whole, rather than parts of a document. You can click here to learn more. 

Assignees access and work on document-level assignments directly within the associated document using the QorusDocs Add-in for Word, PowerPoint, and Excel.

You can manage (view status and audit trail, edit, comment, delete) all pursuit-level and document-level assignments in the QorusDocs Hub. Alternatively, you can manage your document-level assignments using the QorusDocs Add-ins, directly within the document.

QorusDocs sends out the following email notifications for assignments:

1. New assignment email, triggered every time a new assignment is created. 
2. Daily digest email, scheduled daily update about all current active assignments. 
3. Close to due date email, scheduled daily reminder notification sent to assignees who have incomplete assignments due within the next 24 hours
4. Status update email, triggered whenever there’s a change in the status (‘Assigned’, ‘Done’, or ‘Rejected’)
5. New comment email, triggered whenever someone comments on an assignment

Click here to see what these email notifications look like.

The person who created the assignment is known as the assignment owner. Assignment owners have full rights to manage the assignments they create.

The person to whom the assignment is addressed is the assignee.

In other words, if Paul creates an assignment for Mary to review a document section, Mary is the assignee for that assignment.

Assignments can have up to 10 assignees. Any one of the 10 assignees have the ability to mark an assignment as done or reject the assignment. This updates the status of the assignment for ALL ASSIGNEES.

In other words, if Paul creates an assignment for Mary and for John, and Mary rejects the assignment – it will be rejected for Mary AND for John.

No, it does not, as QorusDocs does not manage any permissions associated with access to content.

You’ll need to make sure that the document you’re inviting people to collaborate on is in a place that people already have access to (for example a document library in your SharePoint Online team site), or you’ll need to use the ‘Share’ menu in Microsoft Office to give people the necessary permissions to work on it with you.