Collaboration and Document Recipients

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A collaboration feature exists for Client Interviews whereby various staff input is required to finalize a Document. A firm user can select a series of "Recipients" for a Client to assist in document collaboration.

NOTE: The final recipient to make changes will overwrite any answers provided by previous recipients. This works
best in an approval or decision-making workflow, with the final revision made by the last person in the approval
or decision-making process.


There is no versioning within the application, therefore, unless answers were downloaded by previous recipients, any prior changes will be lost.