Share Content (without assignments)
With the Share Document feature, you can quickly and conveniently share content with other users. This is very useful when you want quick feedback or contributions, without needing a formal assignment. When you use the Share document feature, there are no required time frames and it is not shown in the Planner.
Shares do not require a deadline. However, there is an optional deadline that you can apply.
This is how it works:
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You share a publication or a part of a publication with another user. Paligo sends an email invite with a link to let them know that a document has been shared with them. This link also appears in the Shared Documents Panel.
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The user reviews or edits the content, depending on the type of user account they have. Paligo reviewers can provide feedback comments and contributors can add and edit the content.
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When the user saves their work, the comments and edits are added to the relevant topics in Paligo.
Note
Share document is only available for sharing content in the same source language. This is by design, as sharing content in different languages would break the mapping between the source language and translated versions.
If a fork is shared instead of assigned, only the topic will be shared without access to its publication.
If you are a Paligo author and you want to share a publication or topic:
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Select the Dotted menu (...) for the topic or publication that you want to share in the Content Manager.
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Select Share Document.
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Choose the user(s) that you want to share the content with.
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Leave a message to provide the user(s) with more information. (Optional)
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Select OK.
Paligo sends an email to the user(s), inviting to work on the content. The email contains your message and a link to the content. When the user selects the link, the content is opened in Review View or Edit View (using the Contributor Editor. The User Types determine whether the user can review or edit the content.
If you are a contributor and you want to share content:
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Open the content in Edit View.
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Position the cursor over the text so that icons appear in the top-left corner and select Share this document.
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Select the user(s) that you want to share the content with.
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Leave a message to provide the user(s) with more information. (Optional)
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Select OK.
Paligo sends an email to the user(s), inviting to work on the content. The email contains your message and a link to the content. When the user selects the link, the content is opened in Review View or Edit View (using the Contributor Editor. The User Types determine whether the user can review or edit the content.
As a reviewer, you might need a colleague outside the assignment to take a look at the content. This is possible if you invite a colleague with temporary access to the document.
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Add the @ symbol in a comment and start typing the name of the user.
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Select the person you want to invite from the list.
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Select .
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Enter a message describing what you need help with.
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Select the checkbox to set an end date for the shared document. Optional
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Select .
An email with a link that provides temporary access to the document is sent to your colleague.
If you are invited to work on shared content, you will
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Receive an email with a link to the shared content.
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Find the same link in the Shared Documents Panel on the right side of the Dashboard.
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When you select the link, the content will open in the view that is appropriate for your Paligo user account, see User Types.
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For reviewers it opens the Review View.
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For contributors it opens the Edit View, but you can also switch to Review View and the full Paligo Editor.
Tip
For more information on about the interfaces, see Working in Review View and Working in Edit View.
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Use Review View or Edit View to provide feedback or edit the content.
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Add a comment with a mention to the person who shared the content with you. To mention someone in a comment, use the @ symbol and then select their name.
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Create Snapshots in Edit View - A snapshot is an archived version of the content at a particular point in time and useful when you compare different versions. A contributor can compare a snapshot taken yesterday to a snapshot taken today.
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Use the arrow buttons to arrange your topics and reused publications into the order you want. You can set them to display as a flat structure or you can "nest" topics and publications so they have a more complex structure, with multiple levels of content, see Organize a Publication.
Note
You can always remove documents that have been shared with you if you do not need them anymore or if you are not the right person to work on them.
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