Docupilot
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Collaborating with multiple users

PreviousDocupilot Add in for Microsoft WordNextInvite users

Last updated 1 year ago

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Multi-user collaboration in Docupilot is tailored to enhance teamwork in automating document generation workflows. It optimizes the process, enabling team members to work on different parts of the document creation simultaneously, boosting efficiency and conserving time. Role-based access control further ensures that access to resources in your workspace is correctly allocated, preserving both security and integrity.

Getting Started with User Collaboration:

  1. Invite Your Team: Begin by easily adding team members to your project with a few simple steps.

  2. Assign Roles: Assign user roles to meet the specific needs of your team.

To access user module, navigate to the "Settings" menu and click on "Users”

User Collaboration