9. To collaborate

[Note]

This feature is an option depending on subscription.

Please contact your usual NeoDoc contact () to activate it.

The editor allows collaborative mode of work. Several users can modify simultaneously the same file. Users editing a file are symbolized by a dot with the first 2 letters of the users' first name at the top right of the tab. For example, below Ma and Ly:

When hovering the pointer of the mouse on icons, the email address of the user is displayed in a tool tip.

[Note]

When several users edit a file, they can modify simultaneously the same element.

The presence of one of the users on a content block will gray it out and the gray vertical bar to the left of this block will turn purple, preventing any modification by other users:

9.1. Electronic Signature

[Note]

This feature is an option that works in connection with your DocuSign account.

After subscribing to this feature in the AdministrationMy Subscription menu, the customer account manager can enable the option via the Administration Workspaces menu in ActionsFeatures.

Calenco allows a maximum of 5 signatories to electronically sign a document, in connection with DocuSign.

You only need to insert in the text where required the following keywords: $$signature1$$, $$signature2$$, $$signature3$$, $$signature4$$ or $$signature5$$.

Figure 25. DocuSign proposes the signatory to sign in place of the keywords.

DocuSign proposes the signatory to sign in place of the keywords.