Help with Workgroups

You can use Approver.com workgroups to more easily share documents with a group of colleagues.

Workgroups can contain people and documents. Adding a person to a workgroup gives that person access to all the documents in the workgroup. Adding a document to the workgroup enables all the members of the workgroup to access the document.

Any member of the workgroup can add any of their documents to the workgroup for other workgroup members to review.

Workgroup administrators have the ability to add and remove members and documents from the workgroup. When you create a workgroup, you are initially the group's only workgroup administrator, but a workgroup can have any number of administrators.

When you add a member to a workgroup, you can specify whether that member should simply review documents or whether they must approve  documents in that workgroup. Document authors receive alerts from Approver.com when reviewers view, comment on or approve a document (just as they do for Approver.com documents you share the conventional way).

When should you set up a workgroup? Generally, if you need to share documents on a regular basis with a specific set of colleagues, it makes sense to create a workgroup, add those colleagues to the group, then add documents to the group. This will prevent you from having to select reviewers each time you want to circulate a document.

To get started using Approver.com workgroups, go to your workgroups page.