What are Collaborations?
With Collaborations, you can easily create questions or comments about a case directly from legal-i and share them with experts without having to export the entire file.
How do I create a Collaboration?
Step-by-step:
In the case overview or in the document repository, select "Share" from the left sidebar.
Select the newly appearing lower icon "Open collaborations" in the left sidebar.
On the right side, please click on "Open new request" to create a new collaboration.
A list of all internal and added external experts will be displayed. Select at least one recipient.
Fill out the form with your information, select an expert, and choose "Create" - done!
After creating your request, the selected professional will receive an email and notification in legal-i about your collaboration request.
💡 By the way: You will automatically receive an email as soon as your collaboration request has been answered. The request will then be marked as "Answered" in the system.
Edit collaboration requests
Click on the three dots to the right of your collaboration request to find options for editing your collaboration request.
Here you can:
Adjust editing access
Mark a request as urgent
Cancel a request and withdraw it
If you select the 'Editing access' option in the menu, you can subsequently set more specific access rules. By default, access to all documents in the case is granted.
To change this, select the 'Selected' tab. You then have the option to select the documents you want to grant access to by dragging and dropping them onto the field or clicking the document icon in the upper right corner of the field (first icon from the left).
Link a document in the text field
You can directly link a document in the request text. Simply click on the corresponding icon in the upper right corner of the text field. The referenced document will then be embedded in the text field and can be accessed with a click.
Where do I find incoming collaboration requests?
Step-by-step:
Click on your user account icon in the upper right corner of the screen.
Select "Request overview."
Perfect, you are now in the request overview.
