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Getting Started

File Managment

Issue Sheets

Issue Sheets

“Users may now add drawings and use the notify function to inform users on the system (usually called the distribution list)...

Document Status

Document Status

New field “attachment status”. Attachments may now be given a status, either at the time of upload or by using the actions...

Tagging

Tagging

Attachments or images can now be tagged either at the time of upload or at a later date by using the actions drop down menu....

Auditing

Tools

Pencil Icon

Pencil Icon

Using the pencil icon to make changes to a document. Manual updates to individual documents or related changes to tags, status...

Watchlists

Watchlists

Collabor8online gives its users the ability to create their own watch list.  Users can watch individual files or an entire...

Task and Calander

Automatically Escalating Alerts

Automatically Escalating Alerts

Sometimes you have a task that just HAS to be done on time. The consequences of a missed deadline may be just too terrible to contemplate. For example, if you miss a VAT return deadline you may be subject to surcharge all further penalty. Similarly missing an...

Recurring To Do Items with Alerts

Recurring To Do Items with Alerts

Recurring Tasks We all have tasks to do that sometimes re-occur, from business items such as quarterly VAT returns or payments, invoicing runs, Bills to pay 🙂 to the more mundane, pick up the kids or remember the milk. Now Collabor8online allows you to create...

Admin

Multiple Data Rooms

Multiple Data Rooms

Data Rooms Perhaps your company operates as part of a group with separate divisions, on the other hand perhaps you have a major...

Easy Share

Easy Share

  We're delighted to announce Share an innovative new way to share files using Collabor8online. Businesses have...

All about permissions

All about permissions

This video explains how you can decide which folders each of your users can see and whether they will be allowed to just view or...

Example Project

Example Project

We've introduced a new feature to allow system administrators to create an “Example Project". Whilst this may seem fairly...

Top Questions and Answers

How do I invite others to Collabor8Online

Simply add them as users to your own system,  users don’t have to purchase their own version of the software or even buy a licence you can add them to your version of Collabor8online. Simply add them as a user and the system will automatically send an invitation e-mail with password and instructions on how to login. –  see our adding users VIDEO

How do I decide who can see my folders or files

You decide which folders each user can see, each folder can have different permissions, for example subfolders can have different permissions to their parent folders and so on. What’s more for each folder you can give users view, view and edit, view edit and delete access levels, giving you exact control over who can just view, or view and add content See our video–All about permissions VIDEO

Can I upload any type of file

 Yes. A few file types are restricted for security reasons, e.g. .exe and .com files but generally you can upload any type of file–if you’re having any difficulty just e-mail support@collabor8online.co.uk – we can usually resolve any file type issues for you. See Add attachements VIDEO

Can I add more than one file at a time

Yes, when selecting a file to upload simply hold down the control key at the same time as you click on the file, you can then click on any number of additional files and the system will upload them at the same time. Alternatively, if you hold the shift key down when you click, you will select from ( the first file), to the last file that you clicked on. Note you cannot upload an entire folder with one click ( we’re working on that one), but if you use shift and click as above, with two clicks you can upload the entire contents of the folder (so it’s pretty much the same) See Add attachements VIDEO

How Do Templates work

Templates allow you to Quick start projects or create any group of folders from a template. First create your folders, contents (including attachments and images in the template section in the left-hand navigation pane. Then, when you create your project folder select from the “use template” drop-down menu. the folders, contents and permissions will be replicated into your new project folder (you can then amend or adjust contents and permissions as you wish) – See Templates VIDEO

Ok Show me the full Video

This five-minute VIDEO will take you through the basics of the packaging get you started, there is a 9 min version if you’d like more

Is there a limit to disk space

Yes but our professional package comes with a massive 100 GB of storage, Group 200 GB and Corporate UNLIMITED if you need more disk space please call Contact us for details.

How do To-Do lists work

To-do lists allow you to create tasks for yourself, or other team members. If you can add a date, or a date range to a to-do list item it will also appear in the calendar. When a to-do list item you created is marked as complete, the system will automatically send you an e-mail telling you so. You can create a to-do list for every folder that you create and you can keep track of your to-do lists and to do’s that you have assigned from your homepage see VIDEO To Do lists

How does the Calendar work

Each folder you create can have a calendar. To-do list items with a target or date range will appear in the calendar along with events. Events are calendar entries that aren’t assigned to any one. For example Holidays or Project Milestones. Calendar entries from top-level folders (not subfolders) are consolidated into each users unique homepage, giving the user an instant view of up-and-coming tasks and events on projects that they are involved in. NOTE you can export calendar details to your favourite desktop calendar such as Google or Outlook by taking the link at the bottom of the left-hand navigation barSee calendars VIDEO

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