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criterion:collaboration

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criterion:collaboration [2026/03/09 09:55] – finconscriterion:collaboration [2026/03/17 11:11] (current) – fincons
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   1. Open the .critx document to share   1. Open the .critx document to share
   2. Access sharing function:   2. Access sharing function:
-    * Windows/Linux: **File > Invite Collaborators** +    - Windows/Linux: File > Invite Collaborators 
-    * macOS: **Criterion > Invite Collaborators**+    - macOS: Criterion > Invite Collaborators
   3. "Share Document" form opens showing:   3. "Share Document" form opens showing:
-    * Name/surname of owner (current user) +    - Name/surname of owner (current user) 
-    * Collaborator search field +    - Collaborator search field 
-    * "Recipients" area for selected collaborators +    - "Recipients" area for selected collaborators 
-    * Invitation message field (max 255 chars, mandatory)+    - Invitation message field (max 255 chars, mandatory)
  
 {{ :criterion:invite_collaborator.png?nolink&600 |}} {{ :criterion:invite_collaborator.png?nolink&600 |}}
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   1. Select one or more collaborators from list → added to "Recipients" area   1. Select one or more collaborators from list → added to "Recipients" area
   2. Write custom message (mandatory)   2. Write custom message (mandatory)
-  3. Click **Send**: +  3. Click Send: 
-    * Email sent + in-app notification for each collaborator +    - Email sent + in-app notification for each collaborator 
-    * Invitation status becomes **Pending** +    - Invitation status becomes Pending 
-    * Validity: 14 days (expires automatically → status **Expired**)+    - Validity: 14 days (expires automatically → status Expired)
  
 ---- ----
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 **For each document**: **For each document**:
  
-| Field | Description |+| **Field** | **Description** |
 | File name | Name of .critx file | | File name | Name of .critx file |
 | Date of First Sharing | Date of first invitation (immutable) | | Date of First Sharing | Date of first invitation (immutable) |
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 **Collaboration Statuses**: **Collaboration Statuses**:
-| Status | Meaning |+| **Status** | **Meaning** |
 | ✅ Accepted | Collaborator accepted invitation | | ✅ Accepted | Collaborator accepted invitation |
 | ⏳ Pending | Invitation active (not yet accepted/declined, within 14 days) | | ⏳ Pending | Invitation active (not yet accepted/declined, within 14 days) |
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 | 🚫 Revoked | Owner revoked invitation | | 🚫 Revoked | Owner revoked invitation |
  
-**Actions per Document**<note tip>Active Document Highlighting: document currently open in editor visually highlighted. Upload actions enabled only for active document.</note>:+**Actions per Document** 
 + 
 +^ {{:note.png?20}} | **Note**: Active Document Highlighting: document currently open in editor visually highlighted. Upload actions enabled only for active document. | 
   * **Share**: Reopens form to add new collaborators   * **Share**: Reopens form to add new collaborators
   * **Upload**: Uploads new version (only if document active in editor and saved). New version automatically shared with all collaborators not in Revoked status.   * **Upload**: Uploads new version (only if document active in editor and saved). New version automatically shared with all collaborators not in Revoked status.
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 **Actions per Collaborator** (conditioned by status): **Actions per Collaborator** (conditioned by status):
  
-| Status | Revoke | Resend Invite |+| **Status** | **Revoke** | **Resend Invite** |
 | Accepted | ✅ Yes | ❌ No | | Accepted | ✅ Yes | ❌ No |
 | Pending | ✅ Yes | ✅ Yes | | Pending | ✅ Yes | ✅ Yes |
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 **For each document**: **For each document**:
  
-| Field | Description |+| **Field** | **Description** |
 | File name | Name of .critx file | | File name | Name of .critx file |
 | Date of First/Last Sharing | Dates identical to owner view | | Date of First/Last Sharing | Dates identical to owner view |
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 **Acceptance**: **Acceptance**:
-  1. In "Shared with me" tab, click **Accept** on Pending invitation +  1. In "Shared with me" tab, click Accept on Pending invitation 
-  2. Status becomes **Accepted** +  2. Status becomes Accepted 
-  3. Click **Download** → choose local folder → document downloaded and opened in Criterion in **read-only mode**+  3. Click Download → choose local folder → document downloaded and opened in Criterion in read-only mode
   4. Email notification sent to owner: "[Collaborator Name] accepted your invitation..."   4. Email notification sent to owner: "[Collaborator Name] accepted your invitation..."
  
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 **Decline**: **Decline**:
-  1. Click **Decline** on Pending invitation +  1. Click Decline on Pending invitation 
-  2. Status becomes **Declined**+  2. Status becomes Declined
   3. Collaborator loses all access to document   3. Collaborator loses all access to document
   4. Email notification sent to owner: "[Collaborator Name] declined your invitation..."   4. Email notification sent to owner: "[Collaborator Name] declined your invitation..."
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 {{ :criterion:accessing_the_notification_center.png?nolink&600 |}} {{ :criterion:accessing_the_notification_center.png?nolink&600 |}}
  
-  1. Click **🔔 (bell icon)** in top-right toolbar+  1. Click 🔔 (bell icon) in top-right toolbar
   2. Icon shows red numeric badge with count of unread notifications   2. Icon shows red numeric badge with count of unread notifications
   3. Upon opening panel, all notifications automatically marked as "read"   3. Upon opening panel, all notifications automatically marked as "read"
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 ==== Events That Generate Notifications ==== ==== Events That Generate Notifications ====
  
-| Event | Recipient | In-App Notification | E-mail |+| **Event** | **Recipient** | **In-App Notification** | **E-mail** |
 | Send/Resend invitation | Collaborator | ✅ Yes | ✅ Yes | | Send/Resend invitation | Collaborator | ✅ Yes | ✅ Yes |
 | Revoke access | Collaborator | ✅ Yes | ✅ Yes | | Revoke access | Collaborator | ✅ Yes | ✅ Yes |
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 {{ :criterion:forward_selected_text_to_the_chat.png?nolink&600 |}} {{ :criterion:forward_selected_text_to_the_chat.png?nolink&600 |}}
  
-  1. Select text in **Main Text** or any **apparatus box** (Critical, Page Notes, Section Notes, Margin Notes)+  1. Select text in Main Text or any apparatus box (Critical, Page Notes, Section Notes, Margin Notes)
   2. Activate forwarding via:   2. Activate forwarding via:
-    * Bubble toolbar (after text selection) +    - Bubble toolbar (after text selection) 
-    * Context menu (right-click) → Forward to chat+    - Context menu (right-click) → Forward to chat
   3. System automatically generates pre-filled message with quoted excerpt of selected text (truncated if long)   3. System automatically generates pre-filled message with quoted excerpt of selected text (truncated if long)
  
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 ==== Message Handling on User/Document Removal ==== ==== Message Handling on User/Document Removal ====
  
-| Scenario | Chat Behavior | +| **Scenario** | **Chat Behavior** | 
-| **Collaborator revoked (by owner)** | Collaborator immediately loses access to document and related chat. If owner resends invitation to revoked collaborator, chat visible again starting from date of acceptance of first invitation. | +| Collaborator revoked (by owner) | Collaborator immediately loses access to document and related chat. If owner resends invitation to revoked collaborator, chat visible again starting from date of acceptance of first invitation. | 
-| **Collaborator account deleted** | Pre-existing messages from collaborator remain visible with label "(account deleted)"; collaborator immediately loses access to document and chat. | +| Collaborator account deleted | Pre-existing messages from collaborator remain visible with label "(account deleted)"; collaborator immediately loses access to document and chat. | 
-| **Owner account deleted** | Entire chat history (owner + collaborators messages) permanently deleted. |+| Owner account deleted | Entire chat history (owner + collaborators messages) permanently deleted. |
criterion/collaboration.txt · Last modified: by fincons