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Collaboration & Feedback

Learn how to collaborate on documents and gather feedback without losing clarity or control.

Learn how to collaborate on documents and gather feedback without losing clarity or control.

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Last Updated on June 19, 2023

Overview

Documentation is most effective when it’s shaped by multiple perspectives. Collaboration and feedback in DocuFast allow teams to refine workflows, improve clarity, and ensure accuracy without turning documents into conflicting guides.

This guide explains how collaboration works and who can contribute while keeping documents consistent and reliable.

Collaborating Within a Workspace

Collaboration in DocuFast happens through workspace membership and roles. Only users added to your workspace can collaborate directly on documents.

Who Can Collaborate

  • Admins and Editors can create and edit documents

  • Viewers can view documents, but cannot make changes

How to Grant Access for Team Collaboration

Team collaboration in DocuFast is controlled through workspace membership and roles. To allow someone to collaborate on documents, they must be added to your workspace with the appropriate permission level.

Step 1: Add Users to Your Workspace

Only users added to your DocuFast workspace can collaborate on documents.

To add a new team member, click Invite Teammates on the left side of your dashboard, then select Invite Member.

Step 2: Assign the Correct Role

Add the team member's email address and choose a role that matches the level of collaboration needed:

  • Admin
    Can create, edit, and manage documents and workspace settings.

  • Editor
    Can create and edit documents, but cannot manage workspace settings.

  • Viewer
    Can view shared documents but cannot create or edit content.

For active collaboration, assign Admin or Editor access.

When to Use Collaboration and Feedback

Use collaboration and feedback when:

  • Creating or updating SOPs

  • Preparing training or onboarding materials

  • Reviewing client-facing documents

  • Improving clarity across shared workflows

Best Practices for Team Collaboration

  • Collaborate internally before sharing externally

  • Keep documents private during editing

  • Share finalized versions once feedback is incorporated