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Team Collaboration Overview

Prelix Forms enables seamless collaboration between team members, allowing you to share reports, work together on projects, and maintain organized team workflows. Our collaboration features ensure secure sharing while maintaining proper access controls.

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Collaboration Benefits

Secure Sharing

Share reports with granular permission controls and security measures.

Real-Time Collaboration

Work together on reports with live editing and instant updates.

Version Control

Track changes and maintain version history for collaborative projects.

Team Organization

Organize team projects and maintain structured collaboration workflows.

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Sharing Reports

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Share Options

Team member collaboration:
  • Share with specific team members by email
  • Assign role-based permissions (view, edit, admin)
  • Create team-wide accessible reports
  • Set up department or project-based sharing
  • Manage access through team directories

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Permission Levels

Read-only access:
  • View reports and session data
  • Download and export capabilities
  • Comment and annotation permissions
  • No editing or modification rights
  • Ideal for stakeholders and reviewers
Collaborative editing:
  • Full editing capabilities for reports
  • Modify form responses and regenerate content
  • Upload additional files and attachments
  • Create new versions and iterations
  • Perfect for team collaboration
Full management control:
  • All editing and viewing permissions
  • Manage sharing and access controls
  • Delete and archive capabilities
  • Team member invitation and management
  • Complete project administration

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Team Management

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Setting Up Teams

1

Create Team

Navigate to Team Settings and create a new team with a descriptive name and purpose.
2

Invite Members

Send email invitations to team members with their designated roles and permissions.
3

Configure Settings

Set up team-wide preferences, sharing policies, and collaboration guidelines.
4

Organize Projects

Create project folders and establish workflows for team collaboration.

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Team Roles and Responsibilities

Administrative control:
  • Manage team membership and invitations
  • Set team-wide policies and permissions
  • Access all team projects and reports
  • Configure integrations and settings
  • Monitor team activity and usage

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Collaborative Features

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Real-Time Collaboration

Simultaneous collaboration:
  • Multiple users can edit reports simultaneously
  • Real-time cursor tracking and user indicators
  • Instant synchronization of changes
  • Conflict detection and resolution
  • Live chat and communication features
Communication tools:
  • Add comments to specific sections or content
  • Reply to comments and create discussion threads
  • Mention team members with @notifications
  • Resolve comments and track feedback
  • Annotation tools for detailed feedback
Change tracking:
  • Complete version history with timestamps
  • See who made what changes and when
  • Compare different versions side-by-side
  • Restore previous versions if needed
  • Branch and merge capabilities for complex projects

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Workflow Management

Structured approval workflows:
  • Set up multi-stage review processes
  • Assign specific reviewers and approvers
  • Track review status and feedback
  • Automated notifications and reminders
  • Approval gates and quality controls

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Security and Access Control

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Data Protection

Secure collaboration:
  • Role-based access control (RBAC)
  • Multi-factor authentication support
  • Session management and timeout controls
  • IP-based access restrictions
  • Audit logs and access tracking
Information protection:
  • End-to-end encryption for sensitive data
  • Encrypted file storage and transmission
  • Secure sharing links with encryption
  • Data anonymization options
  • Compliance with privacy regulations
Content privacy:
  • Granular privacy settings for different content types
  • Redaction tools for sensitive information
  • Watermarking for confidential documents
  • Download and sharing restrictions
  • Content expiration and auto-deletion

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Compliance and Governance

Audit Trails

Complete audit logs of all collaboration activities and access events.

Compliance Standards

Meet industry standards like GDPR, HIPAA, and SOC 2 for data protection.

Data Retention

Configurable data retention policies and automated cleanup procedures.

Backup & Recovery

Automated backup systems with point-in-time recovery capabilities.

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Team Communication

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Integrated Communication Tools

Direct communication:
  • Real-time chat within reports and projects
  • Direct messaging between team members
  • Group discussions and team channels
  • File sharing and screen sharing capabilities
  • Integration with popular communication platforms

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Advanced Collaboration Features

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Integration and Automation

Connect with existing tools:
  • Slack and Microsoft Teams integration
  • Google Workspace and Office 365 connectivity
  • Project management tool synchronization
  • CRM and business system integration
  • Custom API integrations for specialized workflows
Streamline processes:
  • Automated task assignment based on content
  • Triggered notifications for specific events
  • Scheduled report generation and distribution
  • Automated approval workflows
  • Integration with business process automation tools
Team performance tracking:
  • Collaboration metrics and analytics
  • Team productivity insights
  • Project completion rates and timelines
  • User engagement and participation metrics
  • Custom reporting on team activities

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Enterprise Features

Enterprise authentication:
  • SAML and OAuth integration
  • Active Directory synchronization
  • Automated user provisioning
  • Centralized access management
  • Enhanced security and compliance

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Best Practices for Team Collaboration

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Effective Collaboration Guidelines

1

Establish Clear Roles

Define team roles, responsibilities, and permissions from the start of each project.
2

Set Communication Standards

Establish guidelines for comments, feedback, and communication within the platform.
3

Organize Projects Systematically

Use consistent naming conventions, folder structures, and tagging systems.
4

Regular Review Cycles

Schedule regular review meetings and checkpoints for collaborative projects.

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Next Steps

AI Chatbot

Learn how to use the AI chatbot for instant help and guidance during collaboration.
Collaboration Tip: Start with clear project goals and team roles. Regular communication and structured workflows lead to more successful collaborative outcomes.