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Step 3: Collaboration (Template)

Important: This step is completely optional.

Use this step to assign optional or required writers to the template.

In the Site list, click a site containing one or more writers you want to assign.
When you first access step 3. Collaboration, a list of writers is displayed. If you want to use another method for selecting writers, see Other Ways to Select Writers. Otherwise, select one or more writers from the list.

Note: To remove a writer from the Selected Users box, click the writer's name, and then click .

(Optional) When you're finished adding writers from the current site, repeat steps 1 and 2 for any other sites containing writers you want to assign.
(Optional) To make a writer a required assignee, in the Selected Users box, click the writer's name, and then click Make Required.

(Optional) As you assign writers, they are all assigned to level 1 of the collaboration status, meaning that they will all receive a writing task at the same time when the document is submitted to writers. If you want the document to go to writers in a specific order, click New Level to create additional writing levels. See Working with Levels (Template) for details.

Do one of the following:

To continue with assigning properties, click Next Step, and then go to Step 4: Reviewers (Template) in this guide.

To stop assigning properties and finish later, click Save and Close. (When you are ready to continue with assigning properties, go to Editing a Template.)

To work on the template's document content, click Edit Document. (When you are ready to continue with assigning properties, if the template is still open click Properties Wizard , or go to Editing a Template if you need to reopen it.)

Other Ways to Select Writers

The default writer selection method is to select individual writers. You can also select by writer group, department, or job title.

Writer Groups

Click the Writers tab, and then click the Writer Groups heading. If you see Multi-Site (Global) Groups or a site name preceded by , click to display group names. Select a department group.

Notes:

A group is a combination of writers from a single site or from multiple sites.
To assign individual writers from a group, click the group name, and then select writers.

Departments

Click the Departments tab, click a department, and then select one or more listed writers.

Job Titles

Click the Job Titles tab, click a job title, and then select one or more listed writers.