Required Roles: Editor, Reviewer

Required Permissions: Edit

Step 1: Navigate to the document. Notice the workflow steps applied to the document "Authoring Documents" example below.

​Step 2: Click Start Draft. (or the name of the first workflow step in your workspace)

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​Step 3: User names available at the draft stage of the workflow are determined by configuration and user permissions. If you have any questions, please contact support directly at [email protected].
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​a) Select the users working on the draft. In the case below, one person is selected. An email notification will be sent to the assigned users if others are chosen. The document will also be listed under the "My Work" area on the Home Page.

b) Choose a date to complete the draft and a note to other collaborators, if selected. Click Start.

Step 4: There are two options to edit the document. Edit in browser or Edit in Word.

a) Click the Edit button. Choose Edit in browser.

NOTE: If it is your first time choosing this option, you will be prompted to authorize Kivo to access your Office 365 user account. Once you perform this step, a second option in the Edit button drop down will enable to edit documents in Word desktop.

b) Choose Edit in Word to open the document in Word.

When the document opens in Word, all changes from all collaborators are automatically saved to the in-progress draft. If multiple users are in the document at the same time, Word will identify each user and where they are editing in the document in both Word desktop and online.

c) Once finished editing, close Word using the "X."

Step 5. After editing, choose the next steps for the file version.

a) Save as a new Version and Continue Collaborating.
​b) Save as a new Version and End Collaboration.
​c) Change Collaborators.
​d) Cancel Collaboration.

Step 6. In this example, Save as Version and End Collaboration is selected. A dialog box prompts you for a reason to end the collaboration. Workspace managers configure reasons.

In the Versions Pane, the description displays.