Collaboration Tab

The Collaboration tab provides tools for reviewing documents, managing comments, tracking changes, comparing document versions, combining revisions, viewing version history, and performing mail merge operations. These features help teams collaborate efficiently while maintaining document accuracy and review history.

Follow the steps below to access the collaboration tools.

1. Open a document in the Healthicity Document Editor.
2. Click the Collaboration tab. The user can perform the following actions using the tab:
   • Comments
   • Track Changes
   • Display Mode
   • Compare Documents
   • Combine Documents
   • Version History
   • Mail Merge

Comments

The Comments tool allows users to provide feedback, discuss document content, and collaborate with reviewers.

Users can:

• Add comments.
• Reply to comments.
• Delete comments.
• Resolve comments.

Delete Comment Options

Resolve Comment Options

Track Changes

The Track Changes feature records document modifications and allows reviewers to evaluate proposed edits before accepting or rejecting them.

Users can:

• Enable or disable change tracking.
• Review document modifications.
• Navigate between tracked changes.
• Accept or reject revisions.

Display Mode

The Display Mode option controls how tracked changes are displayed within the document.

Available Display Modes

Compare Documents

The Compare feature compares the current document with another document and highlights the differences.

Users can compare documents from:

• File
• URL

Comparison Settings

Note: Refer to the Compare and Combine Documents article for detailed instructions and settings.

Combine Documents

The Combine feature merges tracked revisions from another document into the current document.

Users can combine documents from:

• File
• URL

The same comparison settings available for document comparison can also be applied during document combination.

Version History

The Version History feature allows users to review previous versions of a document and track historical changes.

Users can:

• View previous document versions.
• Review historical modifications.
• Restore or review earlier document states, depending on the connected storage provider.

Mail Merge

The Mail Merge feature creates personalized documents by combining a template document with data from an external data source.

Users can import data from:

• File
• URL

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