At times, you may need to discuss and collaborate on documentsfiles. You can do that by initiating a discussion on the documentfile. Users can add comments on documentsfiles. This is useful if you want to conduct a review or approval process. For instance, you can upload your Project Plan document file in the client folder and conduct the discussion on that document file with your client. If you are subscribed to this discussion, then you can participate right from your email client.
To start a discussion on documentsfiles:
- Go to your project and click on the Documentsfiles link from the left panel.
- From the actions drop-down against the documentfile, navigate to More and then click on Start Discussion.
- Enter the name of the Discussion topic.
- You can Subscribe the team members to participate in the discussion.
- You can also include your client by selecting Share with client.
To view discussions on documentsfiles:
- Go to your project and click on the Documentsfiles link from the left panel
- Click the column Selector on the extreme right corner next to the column names displayed.
- Select the column Messages and drag to the right to display
- Click on Save
- When the Document file report refreshes, the column Messages will display any discussion posts that have happened on that documentfile.
- You can click on that to access the Discussion