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Collaborative Document Features

Mar 3, 2023 10:14:16 AM

Prerequisites: Advanced Training
Approximate Length: 1 Hour


This course is intended for users who will work with the Collaborative Document Features of Process Director. The course objectives are designed to provide students with the knowledge required to perform the basic operations of the Collaborative Document Markup and Collaborative Document Authoring components.

Acquired Skills

  • Use Process Director to create and save a shared markup document.
  • Use Process Director to collaboratively edit a shared document.

Designed For

  • Implementers
  • System Administrators

Topics Covered

Collaborative Document Markup
  • The Show Attached Objects Control
  • The Collaborative Document Markup Editor
  • Editing annotations
  • Saving Annotations
Collaborative Document Authoring
  • The Show Attached Objects Control
  • The Collaborative Document Authoring Editor
Dale Franks

Written by Dale Franks

Dale Franks is the Business Solutions Manager for BP Logix, and is responsible for all Process Director training and documentation.

Learning Paths

Choose the Learning Path that aligns with your role:

Administrator Path
Implementation Manager
Implementer Path
Advanced Implementation Path
Process Director Path

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Visit the BP Logix Help Center to submit technical support requests, access Knowledge Base articles, download Process Director files, and engage with our community of users.

About BP Logix

BP Logix helps leaders in regulated industries transform the way they get work done with powerful digital process automation. Our award-winning, low-code platform, Process Director, helps businesses digitize and automate their most complex and unique processes – all while ensuring compliance at every step. 

We are trusted by major brands in regulated industries, including universities and colleges, Fortune 500 pharmaceutical and manufacturing companies, leading financial institutions, utility providers, healthcare organizations, and public sector entities.

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