Collaboration tools: All

In the All list of the Collaboration tools, you see all of the collaboration items (chat, emails, files, tasks, and notes) related to the current submission.

On the left of each item is the profile picture of the person or persons sharing it. The lower-left of that picture is an icon indicating the item type.

Icon Element

Chat message icon

Chat message

For more information, refer to Collaboration tools: Chat.

Email message icon

Email message

For more information, refer to Collaboration tools: Emails.

File icon

File

For more information, refer to Collaboration tools: Files.

Task icon

Task

For more information, refer to Collaboration tools: Tasks.

Note icon

Note

For more information, refer to Collaboration tools: Notes.

To create a new item of any of these types, click the New drop-down list near the top right of the tool, and select the item type. For details on the types, refer to the help topics for the elements above.

Working with all files

Action

Details

Search for a collaboration item

Filter by type

Click the Filter icon to the right of the Search field, and then select the types of collaboration items. When you apply any filters,no Chat or Task records display in the All view because Chat and Tasks do not support filtering.

Refresh all collaboration content Click the Refresh icon in the title bar of the Collaboration tool to pull in changes to documents in any of the Collaboration tool drawers that have taken place in an external Document Management System while the submission is open.