Discover how to use Cleardox Collaborate to work with colleagues on document redaction. This article covers how to invite colleagues for review, transfer documents for continued work, and utilize the comment module for efficient collaboration
With Cleardox Collaborate, you can work with a colleague to redact a document. You can, for instance:
- Invite a colleague to review and comment on the content you intend to redact anonymize.
- Transfer the document to another person so they can continue the anonymization task in your absence.
Send for Review
1. Click on the icon of two people in the side panel to the left
- Select “Share.”
- Choose “Invite” and then enter the email address of the person to be invited to your case/document.
- Choose if the person should enter a code to access the document. This is recommended if sharing the document externally. You should send the code separately, preferably through different media (e.g., SMS) for enhanced security.
- Choose if the person should see the original content. This is typically relevant for a review process but may not be necessary for a hearing.
The invited user will then have the opportunity to comment on the content and will be notified via email.
Transfer Document
You can also transfer the document to another person, allowing them to continue the redaction task in your absence.
- Click on the icon of two people.
- Select “Share.”
- Choose “Transfer” and then enter the email address of the person to be invited to your case/document.
The user will be notified via email and will have the opportunity to comment on the content you intend to redact.
Note: Once you have transferred the document, you will no longer have access to it on your profile. The user must transfer it back to you. The transfer requires the person to accept your request; otherwise, it will remain on your profile
Collaborate Using Cleardox's Comment Module
After inviting a user, they can now comment on the content you plan to redact in the document. If you have allowed them to see the original content, they will see both the original content and how it will be redacted in the final document.
The user can review your anonymized document in two ways:
- Add a comment anywhere on the page by simply clicking a spot. The comment will then appear in the sidebar.
- Highlight some text (e.g., text that still needs to be anonymized) and add a comment based on that text.
Summary
This article explained how to use the software redaction tool, Cleardox Collaborate, to work with colleagues on document redaction. Key functionalities include inviting colleagues for review, transferring documents for continued work, and utilizing the comment module for effective collaboration with our redaction tool.