Collaboration (Library)

Collaboration module allows you to invite third party associates to view and update the files and folders. Different from sharing, here you can invite your key business associates who may or may not be ConvergeHub users. When you send an invitation, the invitee will automatically receive an e-mail. If the invitee is an existing ConvergeHub user, he/she can log into ConvergeHub and can view the file or folder under the Library section.

If the invitee is not a user of ConvergeHub, he/she needs to register in ConvergeHub to view the file or folder. (The registration is free.) Post the registration done, the invitee can access ConvergeHub with a similar user interface but with limited features.

1. How to collaborate files and folders?

• You can view the number of collaborators existing for the respective file/folder. In the above-mentioned example, there is no collaborator added to the file so the number is 0. When you add collaborators, the number will automatically get increased.
• You can invite collaborators to the file by clicking on Invite Collaborators or Advanced Options.

2. Inviting collaborators
When you click on Invite Collaborators or Advanced Options a new section pops up with the necessary fields to be filled in.
A. Email Invite

• Send To: You are required to type in the email id of the invitee. If the invitee is an existing user of ConvergeHub, then you can select from the options that automatically appear when you start typing in.
• Message: You are required to type in the message here.
• Expiry Date: You can set the expiry date of the collaboration period from the drop down calendar.
• Access Level: When you invite a third party associate to collaborate, you can set the access level from the drop down menu. Each access level has certain liberty and restrictions. For instance, if you choose the option editor, then the invitee can upload, download, preview, edit, delete and get link of the file. You are required to choose the option of access level depending how you want the invitee to view or use the file.

B. Share Invitation Link

• Enable Invitation Link: Check the box to create a unique link. You can then copy and paste this link into an email to invite collaborators.
• Access Level: Set the access level for the content you’re sharing through the custom link.
  Note: Each access level has specific permissions and restrictions. For example, if you choose Editor, the invitee can use the link to upload, download, preview, edit, or delete the file. Set the access level based on how you want the invitee to interact with the file.
• Learn Access Type: To see a full breakdown of what each access level allows, hover your cursor over this icon.