Effectively managing a dossier requires understanding the difference between simply sharing it, formally releasing it, or transferring ownership. These three actions serve different purposes in the document lifecycle.
SHARING: Visibility & Collaboration
You can share a dossier at any stage (Draft or Released) to give others access.
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Direct User Sharing - Share directly with a specific colleague.
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The user finds the dossier in My Space > Dossiers > Shared with me.
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Insight Sharing - Share the dossier to a specific collaborative workspace (Insight).
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Everyone with access to that Insight can see the dossier in their search results and access the content.
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STATUS: Lifecycle Management
A dossier moves through specific statuses as it evolves. Note that the status itself does not strictly dictate visibility (that depends on sharing), but it indicates the document's status.
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DRAFT: Work in progress.
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SUBMITTED: Pending review or approval.
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RELEASED: Finalized and published version.
ASSIGN: Ownership & Editing
Sharing gives access, but Assigning gives responsibility.
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Action: Assign the dossier to a specific individual in your organization.
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Result: The assignee gains full editing rights to modify the content.
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Manager Override: Please note that Organization Managers retain the ability to take ownership of anyone's dossier at any time if needed.
👉More information on how to How to Share a Dossier
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