Document Workflows & Collaboration

Overview

DocAssure provides a streamlined collaboration system for document review and approval. Our focus is on practical features that help teams work together effectively: document assignments, real-time collaboration, and threaded comments with AI-powered summaries.

Document Assignments

Assignments let you delegate document tasks to specific team members. Each assignment includes a clear action, priority level, and optional due date.

Creating an Assignment

To assign a document to a team member:

1. Open the document you want to assign
2. Click the Assign button in the toolbar
3. Select the team member from the dropdown
4. Choose an action type:
   • Review - Request the user to review the document
   • Approve - Request formal approval
   • Edit - Request changes or updates
   • Sign - Request signature
   • Classify - Request classification or tagging
5. Set a priority level (Low, Normal, High, Urgent)
6. Optionally set a due date
7. Add instructions or notes
8. Click Assign to send the assignment

My Assignments

The My Assignments page shows all documents assigned to you. Access it from the sidebar navigation.

Completing an Assignment

1. Go to My Assignments in the sidebar
2. Click on the assignment to open the document
3. Review the document and complete the requested action
4. Add any comments or notes
5. Click Complete to mark the assignment as done

Real-Time Collaboration

When viewing a document, you can see who else is currently viewing or working on it in real-time.

Presence Indicators

The presence indicator in the document toolbar shows your connection status and other viewers:

How Real-Time Sync Works

• When you open a document, you automatically join the collaboration session
• Other users viewing the same document will see your avatar appear
• Comments and annotations sync instantly across all users
• Each user has a unique color for easy identification
• If you lose connection, changes are saved locally and sync when reconnected

Document Comments

Comments allow you to have threaded discussions about a document directly within DocAssure.

Opening the Comments Panel

Click the Comments icon () in the document toolbar to open the comments sidebar.

Adding a Comment

1. Open the Comments panel
2. Type your comment in the text box at the bottom
3. Navigate to a specific page to associate the comment with that page
4. Press Ctrl+Enter or click Post to submit

Replying to Comments

• Click Reply under any comment to respond
• Replies are threaded under the original comment
• All participants in the thread are notified of new replies

Resolving Comments

When an issue raised in a comment has been addressed:

1. Click the ⋮ menu on the comment
2. Select Resolve
3. The comment will be marked as resolved with a checkmark
4. Use the Show resolved checkbox to toggle visibility of resolved comments

Notifications

Stay informed about document activities:

• New Assignments: Get notified when a document is assigned to you
• Comment Replies: Receive alerts when someone replies to your comment
• Due Date Reminders: Get reminded before assignment deadlines
• Assignment Updates: Know when assignments are completed or updated

Best Practices

• Be specific in assignments: Clearly describe what action is needed
• Set realistic due dates: Give assignees adequate time to complete tasks
• Use comments for discussion: Keep document-related conversations in comments, not email
• Resolve comments when done: Keep the comments panel clean and actionable
• Check My Assignments regularly: Stay on top of pending work
• Use AI Summary: Quickly catch up on long comment threads

Next Steps

Explore these related topics:

• Document Management - Upload and organize documents
• User Management - Manage team members and roles
• AI & Analytics - AI-powered document analysis
• Compliance - Regulatory compliance features