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Workflows IV: Include someone outside your company

An document sent from Cassie to Ellen, with a question arrow point from Ellen to the document library

How do you get an outsider’s changes into the library?

Of the three workflows, the Approval workflow is the best one to use when involving someone outside your company. This is because it’s easy to approve (or reject) on their behalf.

But what about involving an outside person into the Collect Feedback or Collect Signatures workflows? Those are more challenging. Why? Because the outside person will send you a separate copy of the file, and that copy may contain changes or may contain a digital signature. How do you get that copy of the file into the library without overwriting the version that’s already there? The next few pages will explain.

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