Use Case 2: Collaborating on a Document

Scenario

Two team members need to co-author a proposal document, with one person writing the initial draft and another reviewing it.

Steps

1. Create the document

1. Alice navigates to the "Proposals" folder in the Marketing shared drive.
2. Clicks New → WebPal Doc and names it "Q2 Campaign Proposal".
3. Opens the document and begins writing in the rich text editor.
4. Saves frequently with Ctrl+S.

2. Share for review

When ready:

1. Alice selects the document and clicks Share.
2. Adds Bob as a recipient with View Online and Upload New Version permissions.
3. Writes a message: "Please review and add your comments to Section 3."
4. Clicks Submit.

Bob receives an email with a link to the document.

3. Bob reviews

1. Bob clicks the link in the email and opens the document.
2. If Bob is a WebPal user, the document also appears in his Shared With Me folder.
3. Bob opens the document, adds his comments, and uses Upload New Version to save his revised version.

4. Check version history

Alice can see both the original and Bob's revision in the Versions tab of the right panel. She can compare, revert, or download either version.

5. Finalise

Once the proposal is complete, the document is in its final state and available to anyone with access to the folder.

Result

A collaborative workflow with full version tracking ensures both authors can contribute effectively while maintaining document history.