Can I collaborate on anonymization in Cleardox?

Yes, Cleardox makes it easy to collaborate with your colleagues on redaction tasks. By inviting others to your project and assigning appropriate roles, you can share work, enable reviews, and keep progress moving even if one person is unavailable..

Why collaborate?

Working together can be especially useful if you:

Have many documents that need anonymization or redaction
Want to split the workload among several people
Need multiple quality checks or peer reviews
Want to avoid bottlenecks if one user is away or busy

By collaborating in Cleardox, you can streamline workflows and ensure nothing is overlooked.

No risk of getting “locked out”

When multiple people can work on the same project, you avoid situations where progress stalls if one user is sick or absent. Documents are not tied to a single person - instead, your colleagues can continue the work, so your project keeps moving forward and you can meet deadlines.

One user at a time per document

Even though several users can have access to the project, only one person can work in a document at a time. This ensures that changes don’t overlap or cause confusion.

Roles in Cleardox

When you invite someone to a project, you assign them a role:

Viewer – Can access the project but cannot make changes
Editor – Can actively work on the project, including anonymizing and redacting documents

If you want someone to be able to edit or redraft content, make sure they have the Editor role.

How to invite a colleague

To invite someone to your project:

Click Invite user in the left-hand menu
Select Share and then Invite user
Enter your colleague’s email address
Assign them a role (Viewer or Editor)
Click Send

Once invited, your colleague will have access to the project and, depending on their role, can begin collaborating immediately.

Click Invite user in the left-hand menu.

Select Share and click Invite user.

Enter your colleague’s email address, assign them the Editor role, and click 'Send'

Collaborating on anonymization

Once a colleague has the Editor role, they can work on anonymization within the shared project:

Multiple editors can open and work on the project
Only one person can edit a specific document at a time to prevent overlapping changes
If one person is unavailable, others can continue where they left off
This avoids “getting stuck” if someone is out sick or on leave

This makes it easier to distribute large anonymization workloads and facilitate quality review processes.

Invited users can then comment on the document, view proposed changes, and provide feedback.

Transfer document for continued work

If you want someone else to take over the document entirely so they can continue redacting in your absence:

Click the two people icon
Select Share → Transfer
Enter the colleague’s email and send the transfer request

The person must accept the transfer for it to take effect. Once transferred, the document will no longer appear in your profile — and if you need it back you must have it transferred back to you.

Collaborating with comments

Cleardox’s comment feature allows reviewers and editors to work together on feedback without transferring ownership:

Add comments anywhere on a page
Highlight specific text that requires discussion or further action
Comments appear in the sidebar and help track collaboration

This approach is useful when you want input from others without giving full editing control.

Summary

Collaborating in Cleardox lets you:

Invite colleagues to work on anonymization and redaction
Assign roles to control editing access
Share projects and invite reviewers
Transfer documents when needed
Use comments for structured feedback

All of these tools help support teamwork, improve quality control, and keep your project moving forward even when multiple people are involved.