Starting a Discussion

In an open document, questionnaire, or campaign click .

Note: If you don't see the icon, then discussion creation has been restricted to the content item's owner, assigned proxy authors, and administrators.

Click Create New Discussion.

The appearance of the Create New Discussion window depends on your assigned role and the document's/questionnaire's workflow status. If you are the document owner, an assigned proxy author, or an administrator, you will always see the following window. You will also see the following window if you are an assigned writer, reviewer, or approver, and the document/questionnaire is in the Draft, Collaboration, Review, or Approval status. If you see this window, continue with step 3.

If you are not the owner, an assigned proxy author, or an administrator, and the content item is in the Pending, Published, or Archived status, you may see the following window, which does not include the option to select notification recipients. In this case, the discussion is automatically marked private and will be viewable only by the document owner, assigned proxy authors (if any), and administrators. If you see this window, you can skip to step 6.

(Optional) If you want to send notifications to make certain users aware of the new conversation, click Send Notifications To, and then click Writers, Reviewers, Approvers, or Other Users.

Note: Selecting a user does not change that user's permission to access the content item in any way. If the added participant can already access the content item by virtue of an assigned role or permission, that user will be able to open the item and see the new discussion. If the user cannot currently access the content item, the user still receives an email notification with the discussion's original text and a link to the content item, but clicking the link goes to an "access to resource denied" message.

Do one of the following:

If you selected Writers, Reviewers, or Approvers, select the users you want to notify, and then click OK.

Note: If no users appear in the Writers or Reviewers tab, then no one has been assigned that role for this content item.

If you selected Other Users, find and select the you want to notify, and then click OK.

Note: A list of users appears by default. To select users by department or job title, under Select From, click , select Departments or Job Titles, and then click OK. Click a department or job title to show its associated users, and then select users to notify.

(Optional) Notice that the owner's name (and the proxy author's name, if one is assigned) appears in the recipient list preceded by a check box. The owner and proxy author will not be notified by default. To include the document owner, select each's check box.

Type a message.
(Optional) Notice that the first 70 characters of the message are copied into the Title box. You can change the title text.
(Optional) By default, the new discussion will be accessible to anyone who can access the content item. To restrict who can see the message to only those you select as recipients, the owner, assigned proxy authors, and administrators, select Make Private. (See Who Sees Document Discussions for details.)
Click Save.