Collaborating Around Forms
Every form comes with certain tools embedded in the system which allows you to collaborate with other users within your account to have quick and transparent operations.
Following are the tools in each document using which you can collaborate with other Users in your ActiveBooks account.
Assigned to
If a Document requires some action from a particular user, you can assign that document to that User.
On assignment, the user shall be intimated of the same via an email.
E.g., an incoming Lead can e assigned to a particular user to ensure that the same is being pursued by them.
Comments
For a lot of Documents, there can be information that is not a part of the transaction.
To record such information, the 'Comments' feature is a great alternative.
Share
You can share a document with the a specific user in your ActiveBooks account.
Irrespective of their roles or permissions, a User will be able to access a document shared with them.
You can also add tags to different Documents to classify them into categories.
Reviews
For every Document, there is an option to add Reviews for any User involved in the Document.
This includes all the Users to whom this Document was assigned, and to all the Users who have Commented on this Document.
Review Points can be gained by a User using the Energy Point System.
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