This article will provide an overview of the functionalities and configurations of the service "Collaboration Folders" from a customer's point of view.
Utility and Scope
Main objectives of "Collaboration Folders":
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Enable customers to create virtual projects, which provide the possibility of exchange during ongoing projects:
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customers can create projects (collaborations) with complex structures. Furthermore, the settings for authorizations and notifications can be determined for each folder within these projects. All invited users (buyers and suppliers) can participate in the project folders according to their authorizations.
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Enable customers to exchange files with their suppliers "ad hoc":
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customers can create collaborations with one or more exchange folders and define a simple structure. There is the possibility to determine the settings for authentifications and notifications and assign partners for the data exchange for each folder separately.
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Roles and Authorizations (buyer)
1st step: Assigning the Business Service
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2nd step: Role assignment
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Permission to work with collaborations and create collaborations |
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Handling from a buyer's point of view (example)
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As a buyer you create a new collaboration and assign one or more suppliers to a folder within its structure
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You upload files for the supplier(s)
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The supplier can check out one of the documents, make changes to it and re-upload it into the same folder or a different folder, for which he is authorized
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E-Mail Notifcations
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During the creation of a collaboration, a main folder will be created automatically. Users, groups and suppliers who are invited to participate in it will receive an e-mail notification if:
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The status of the collaboration changes from "Draft" to "Active"
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A file is uploaded into the folder
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A file within the folder is updated
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A link to the folder is created
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A file or a link is deleted
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The collaboration is completed
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During the creation of a collaboration and the addition of a folder structure, user groups and suppliers can be invited to participate in any folder and will receive an e-mail notification if:
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A file is uploaded into the folder
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A file within the folder is updated
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A link to the folder is created
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A file or a link is deleted
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The collaboration is completed
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