In this article, an overview of the functionalities and configurations of the service "Collaboration Folder" will be provided.
Utility and Scope
Main objectives of "Collaboration Folders":
- Collaboration with your customer via virtual project spaces, which enable data exchange during ongoing projects
- Possibility of data exchange (files, documents) between two parties (buyers and suppliers)
Project spaces and folders can only be created by buyer-users. These users can also determine authorizations as well as the settings for notifications.
Roles and Authorizations
- In order to be able to access the service Collaboration Folder, the user account needs to have the role CollFoldersSellerUser assigned to it
- Also, the user account needs to be assigned as Customer Responsible for the service "Collaboration Folders"
Handling from a supplier's point of view (example)
- Your customer creates a collaboration and includes your company as a participant
- Via the service "collaboration Folders", your customer provides you with files and documents for participation
- These files and documents can be checked out, modified and then re-uploaded (check-in) into the same folder or another folder, for which authorization is granted
| Project Space | Benefits |
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E-Mail Notifications
- If you are authorized to participate within a collaboration, you will receive an e-mail notification if:
- The status of the collaboration changes from "Draft" to "Active"
- A file is uploaded into the folder
- A file within the folder is updated
- A link to the folder is created
- A file or a link is deleted
- The collaboration is completed