Collaborating in Shared Documents
Last updated April 30, 2024
Introduction:
Tandem simplifies the process of collaborating on documents with your team members by providing seamless integration with popular document editing tools like Google Docs and Microsoft Office. In this article, we'll guide you through the steps to collaborate on shared documents within the Tandem platform.
Step-by-Step Guide:
- Creating a Shared Document:
- Start a Conversation: Begin by starting a conversation in a channel or direct message where you want to collaborate on the document. Click on the "+" icon in the messaging panel and select "Document" to create a new document.
- Choose Document Editor: Select your preferred document editor from the options provided, such as Google Docs or Microsoft Office Online. You can also choose to upload an existing document from your computer if needed.
- Editing the Document:
- Invite Collaborators: Once the document is created, invite your team members to collaborate by sharing the document link with them. They can access the document directly from the conversation and contribute their edits and feedback in real-time.
- Making Edits: Use the document editor's tools and features to make edits, add comments, and suggest changes to the document content. Your collaborators will be able to see your edits instantly and respond accordingly.
- Real-Time Collaboration:
- Live Updates: As you and your team members make edits to the document, Tandem ensures that everyone sees the changes in real-time. This allows for seamless collaboration and prevents version control issues.
- Commenting and Discussion: Use the comment feature to leave feedback, ask questions, or initiate discussions within the document. Collaborators can respond to comments directly within the document interface, facilitating productive communication.
- Tracking Changes:
- Revision History: Tandem keeps track of all changes made to the document, allowing you to view the revision history and revert to previous versions if needed. This ensures transparency and accountability throughout the collaboration process.
- Document Activity: You can also view the document activity log to see who has accessed the document, made edits, or left comments. This helps you stay informed about the progress of the collaboration and identify any areas that may need attention.
- Finalizing the Document:
- Review and Approval: Once the document is complete, review it with your team members to ensure accuracy and completeness. Use the document chat or messaging panel to discuss any final adjustments or revisions.
- Publish or Share: Depending on your workflow, you can choose to publish the document directly from the document editor or download it to your computer for further distribution or sharing outside of Tandem.
Conclusion:
By following these steps, you'll be able to effectively collaborate with your team members on shared documents within the Tandem platform, streamlining your workflow and improving productivity.
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