Collaborate Tab Actions Section
Use this section of the Collaborate tab to take an action: make a comment, select a review complete action, and add attachments. Enter information in each section and then click the Save button for the action to take effect.
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 Comment Radio ButtonIf you select this radio button and then click the Save button:
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If configured, email messages will be sent to selected people
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Your team member progress will be marked as "Comment"
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The record will still appear in your collaborate inbox and you will be able to take further collaboration actions
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 Review Complete Radio ButtonIf you select this radio button and then click the Save button:
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If configured, email messages will be sent to selected people
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Your team member progress will be marked as "Review Complete"
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The record will disappear from your collaborate inbox and you will not be able to take further collaboration actions, unless you are issued a new invitation to collaborate on the same record.
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 Response FieldThis field only appears if you select the Review Complete radio button. The selection here will appear in the Response field in the log. Response Field |
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 Save ButtonAfter selecting either the Comment or Review Complete radio buttons you must click this button for the action to take effect.
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 Comments FieldType comments about your action here. Comments will be logged and, if configured in Portfolio/Setup/ Email Templates/Collaboration they will appear in the collaboration email message. |
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 Drop Files Here to Upload Box |
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 Selected Section |
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 Browse to Upload Button |
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