Real-time Collaboration

Work together on documents with team members and collaborators

Last updated 4 months ago

Collaboration Features in Whisperit

Whisperit enables real-time collaboration on documents, allowing teams to work together efficiently. The Assign button and sharing features make it easy to delegate work and collaborate with colleagues.

Key Collaboration Tools

Assign Button: • Located in document header • Delegate tasks to specific team members • Assign documents for review or editing • Track assigned responsibilities • Streamline workflow management

Share Button: • Share with internal team members • Collaborate with external users • Set permission levels • Control document access

Shared with Me Tab: • View all documents shared with you • Access collaborative projects • Track team documents • Respond to shared content

Using the Assign Feature

Accessing Assign:

  1. Open the document

  2. Click the "Assign" button in document header

  3. Select team member to assign to

  4. Add assignment notes if needed

  5. Confirm assignment

Assignment Workflow: • Assign for review • Delegate editing tasks • Request feedback • Distribute workload • Track progress

Best Practices for Assignment: • Provide clear instructions • Set reasonable deadlines • Include context and expectations • Follow up on assignments • Use for accountability

Collaborative Document Editing

Multiple Editors: • Share document with Edit permissions • Team members can work simultaneously • Changes sync in real-time • Review edits and contributions • Maintain document version awareness

Editing Etiquette: • Communicate before major changes • Use comments for questions • Track your contributions • Respect others' work • Coordinate timing of edits

Workflow Coordination: • Establish editing schedule • Divide sections among team • Set review checkpoints • Use assignments to clarify roles • Regular team check-ins

Team Collaboration Scenarios

Legal Brief Collaboration:

  1. Lead attorney creates initial draft

  2. Assigns sections to associates

  3. Associates add research and arguments

  4. Team reviews collectively

  5. Lead attorney finalizes

Contract Review:

  1. Share contract with review team

  2. Assign specific clauses to reviewers

  3. Team adds comments and suggestions

  4. Compile feedback

  5. Revise based on team input

Client Matter Collaboration:

  1. Create matter folder

  2. Share relevant documents with team

  3. Assign tasks to team members

  4. Collaborate on case strategy

  5. Maintain shared document library

Managing Shared Documents

Viewing Shared Documents: • Go to documents page • Click "Shared with me" tab • View all shared content • Sort by date or project • Quickly access collaborative work

Organizing Shared Content: • Create folders for team projects • Use consistent naming • Tag documents appropriately • Maintain clear structure • Archive completed work

Communication Best Practices

In-Document Communication: • Use comments feature for questions • Tag team members in comments • Keep communication contextual • Respond promptly to queries • Resolve comments when addressed

External Communication: • Use email for major updates • Hold meetings for complex issues • Keep team informed of progress • Share deadlines clearly • Provide regular status updates

Version Control and Tracking

Managing Document Versions: • Save major versions separately • Use clear version numbering • Track significant changes • Document revision history • Maintain final approved version

Change Awareness: • Review document regularly • Track who made changes • Understand edit rationale • Discuss major revisions • Coordinate conflicting edits

Team Roles and Permissions

Document Owner: • Creates and maintains document • Controls sharing and permissions • Assigns tasks to team • Approves final version • Manages document lifecycle

Editors: • Make content changes • Complete assigned sections • Contribute research and analysis • Collaborate with team • Respect document structure

Reviewers: • Provide feedback via comments • Suggest improvements • Flag issues or concerns • Contribute expertise • Maintain document quality

Efficient Collaboration Tips

For Large Teams: • Designate clear ownership • Use assignments for accountability • Establish communication channels • Set regular check-ins • Document team processes

For Small Teams: • Maintain open communication • Share documents liberally • Use informal coordination • Flexible collaboration approach • Quick decision-making

Remote Collaboration: • Over-communicate plans • Use assignments to clarify expectations • Schedule virtual meetings • Maintain shared document library • Regular progress updates

Troubleshooting Collaboration Issues

Conflicting Edits: • Communicate with team member • Review change rationale • Reach consensus on approach • Escalate if needed • Document resolution

Missing Assignments: • Check Shared with me tab • Verify email notifications • Contact assigner directly • Review team coordination

Access Issues: • Verify sharing permissions • Check document privacy settings • Confirm workspace membership • Request access from owner