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.
 
Initiating a Collaboration Request
 
 
1

Add

Click to add a collaboration request.
2

Collaborators

Using this multi-select list, select the users who will be collaborating on this record.
3

Permissions

Assign the permissions that the collaborators will have on this record.
4

Due Date

Assign the due date for responses. 
5

Message

Enter a message to the collaborators. 
6

Save

Click save to save.