Initiating a Collaboration Request
Any users in the system can submit a collaboration request once the data has been entered into that form. The following steps describe how to setup a collaboration request.
 Add
Click to add a collaboration request.
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 Collaborators
Using this multi-select list, select the users who will be collaborating on this record.
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 Permissions
Assign the permissions that the collaborators will have on this record.
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 Due Date
Assign the due date for responses.
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 Message
Enter a message to the collaborators.
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 Save
Click save to save.
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