This applies to:
Available with the following QorusDocs Editions:
Most of the time, you’ll probably be collaborating on documents that are associated with a Pursuit (like an RFx response). This is not a requirement however. You can create assignments in documents that are not associated with any Pursuits.
You can collaborate on any Word document, PowerPoint presentation or Excel spreadsheet, provided it has been uploaded to a shared location that everyone you’re collaborating with has access to the document.
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 five 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 they won’t be able to collaborate 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 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.
Document-level assignments are assignments that are created in Word documents, Excel spreadsheets, or PowerPoint presentations using the QorusDocs Office Add-ins. The document can be part of a Pursuit, or simply in a shared location that people you’re collaborating with can access.
You can create document-level assignments when you want to assign part of a document, spreadsheet, or slide deck to one or more co-workers. Assignees access and work on document-level assignments directly within the document where the assignment was created, 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, scheduled daily reminder notification sent to assignees who have incomplete assignments due within the next 24 hours 4. Status update, triggered whenever there’s a change in the status change (‘Assigned’, ‘Done’, or ‘Rejected’) 5. New comment, 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.
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