Collaborating with Your Team in Agrello

If so, you're not alone. Many teams face challenges when it comes to efficient document collaboration and management.

This article will guide you through Agrello's powerful collaboration features, designed to streamline your team's workflow and boost productivity.

You'll learn how to:

• Set up a centralized hub for all your team's contract activities
• Efficiently manage document access and permissions
• Leverage smart tools for contract expiry tracking and progress visualization
• Implement best practices for seamless team collaboration

Whether you're looking to improve communication, enhance document security, or simply save time in your daily operations, mastering Agrello's collaboration features will transform the way your team works with documents. Let's dive in and explore how you can make the most of these tools to address your team's specific needs.

Understanding Workspaces and Folders

Workspaces: Your Team's Central Hub

A workspace in Agrello serves as the central location for your team's collaborative efforts. It brings together shared folders, contracts, document templates, and team members under one roof. Key benefits of workspaces include:

• Creating a contract hub for your entire company with a single subscription
• Allowing invited members to create and edit content without separate subscriptions
• Providing a centralized location for all contract-related activities

Folders: Organized Document Management

Within a workspace, folders help you organize and share specific sets of documents and templates with the right team members. This ensures secure and efficient document management. Folders offer features such as:

• Kanban-like progress overview for tracking document statuses.
• List view of documents for easy scanning.
• Shared templates for consistent document creation.
• Access control features to share documents with right people.
• Agrello Codriver - an AI assistant that helps you to track contract expiry dates, parties and more.

Setting Up Your Team in Agrello

Adding Team Members to Workspace

1. Navigate to your workspace settings
2. Click on "Team" tab
3. Select "Add member"
4. Enter the team member's email address.
5. Choose the appropriate role (e.g., Member, Administrator).
6. Send the invitation.

About Permissions and Workspace Roles

• Members will have access to Folders where they are invited to and they will not see any other folder.
• Administrators can see all the folders in the workspace and add new members to the folders.
• Workspace owners have all the rights of the Administrators, but they can also manage subscriptions.

Sharing Access and Collaboration

Sharing Folders

1. Access are managed on top-level folders only.
2. Open the folder you want to share.
3. Click on "Permissions" tab in the folder view.
4. Click on “Add access permissions” button.
5. Select team members you want to grant access.
6. Choose the appropriate role for each member:‍
   1. Viewers can only view documents and add comments.‍
   2. Editors can create new documents and templates and send them out for signing.
7. Save your settings and they become active immediately.

Best Practices for Team Collaboration in Agrello

1. Organize strategically: Create a logical folder structure based on departments, projects, or document types for easy navigation.
2. Utilize templates: Store and share commonly used document templates in folders to ensure consistency and efficiency across your team.
3. Manage permissions carefully: Regularly review and update team member access levels to maintain document security.
4. Leverage the Agrello Codriver: Use the AI assistant to stay ahead of contract renewals and expirations, extract parties and more.
5. Encourage active collaboration: Train your team on effectively using shared folders, templates, and collaboration features.
6. Use the Kanban view: Take advantage of the Kanban-like progress overview to track document statuses and identify any process bottlenecks.
7. Use filters in list view: Quickly filter out the contracts by their statuses or by last update dates.

Conclusion

Agrello's robust collaboration features empower your team to work together efficiently on document creation, management, and e-signing processes. By leveraging workspaces, folders, and the various collaboration tools available, you can streamline your team's workflows, improve document oversight, and enhance overall productivity.

Remember that effective collaboration in Agrello relies on clear communication, well-defined processes, and regular use of the platform's features. As you and your team become more familiar with Agrello, you'll discover new ways to optimize your document management and e-signing workflows, leading to more efficient and effective team collaboration.

‍