Collaborating with your Co-workers

Collaborating 

In Stax.ai there are many ways to collaborate with your team or other people. You can assign documents, add text for your team to read, and you can send files to your team or members outside your team. Below are ways for you to do that.

Assigning Documents

To assign a document to a team member, double-click the document to open it so that you are in document viewer mode.

In the navigation bar on your right, you'll see Sharing. Click on the drop down arrow and select a name to assign the document to that person.

Once a document has been assigned, that team member will receive a notification that they have been assigned a document.

 

Making Notes

Right click within the document viewer and select New Comment to add a comment note on a document. 

At the bottom of the document, you'll see a navigation bar. Stax allows you to draw on documents using the pen icon or type using the text box icon. You can select the color you'd like by clicking the paint palette icon.

NOTE: When you've finished drawing/typing, click the mouse cursor icon in the bottom bar to stop.

Send a File

Stax gives you the ability to send documents through email

When you have a document open in the document viewer, click the Send via email button located in the navigation bar on the bottom right.

NOTE: Email needs to be enabled in order to send emails. Go to the Manage Team Settings - Emails page to learn how. 

Type in the recipient(s) email address and add a message if you'd like, then click 'Send as email attachment'.

Your document will be on the way! Wasn't that simple?

 

Notifications

Notifications are found by clicking your user icon in the top right corner of the screen. 

Anytime a document is assigned to you or you are tagged in a document, a notification will appear here. When a notification appears, you can click on it and it will automatically take you to the document that you were assigned/tagged in.

These notifications will stay until you click the 'X' in the top right corner of the individual notification.

Stax.ai will also send you an email notification when you have been assigned a document. I enable/disable this, visit the Manage My Account page.