A guide to the three main principles of dossier collaboration and visibility.
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:
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Action: Share directly with a specific colleague via email.
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Result: The user finds the dossier in My Space > Dossiers > Shared with me.
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- Channel Sharing:
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Action: Share the dossier to a specific Channel.
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Result: Everyone with access to that channel can see the dossier in search results and will receive a notification.
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Alerts: If you update a shared dossier, channel members will receive an alert that the content has changed.
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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 maturity.
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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 Work with Dossiers