How to create a collaborative document

Fill, annotate and collaborate on PDFs in real-time with your colleagues and clients using Lumin's tagging and commenting tools.

1. Upload your document into Lumin, see how here

We recommend uploading documents to your 'Organization' or 'Team' space as it this will give members access to the documents automatically 
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2. Click the 'Share' button from within your document (if you haven't uploaded it to a shared space such as an Organization or Team)
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-Invite members to the document by adding email addresses
-Ensure you have given members 'Can Comment' permission at the least, so they can interact with you on the document
-Add an optional message
-Save
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3. Now that you've given your colleagues access to the document, start commenting and tagging your peers using the comment tool 
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Note: To tag your teammate, type @ and then their name and hit 'comment'. Your tagged teammate will then receive a notification email alerting them to the comment and prompting them to respond. 

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Tip: Check out our article here to learn how to reply to and resolve comments 

 

You don't just have to communicate with 'comment's on your document, you can add text and draw on the document- colleagues will be able to see changes made in real-time.