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AIDA Team

AIDA Team is the Destination that sends the document to other users of your AIDA organization, to collaborate on it.

Each target user receives a copy of the document in their own copy of the same document type, which must be shared within your organization, and AIDA processes it as a new document. A document cannot be sent back to the user who sent it.

In Target user selection mode you choose who receives the document:

  • Fixed: specify the target user: choose the user in Destination AIDA Username
  • Dynamic: choose the user based on the value of a property: in Property containing the username choose the property that contains the username of the target user; if it contains several usernames separated by commas, each user receives a copy

Then you can configure:

  • Track progress with task note: when you approve the document, AIDA creates a task on it, whose note shows how many target users have completed the task on their copy (for example "1/3 approvals received")
  • Comment to be associated with the task: the comment of the task that AIDA creates for the target user on their copy
  • Track progress on cover page: AIDA adds a cover page in front of your document, with the list of the target users and which of them have completed their task
  • Move document, shown only if advanced permissions are enabled on your account: AIDA moves the document to the target user instead of copying it, so it leaves your archive and is processed again for the target user; it works with a single target user
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Only users who are part of your organization in AIDA can collaborate on documents. If your account is not part of an organization, contact us to enable AIDA Team.