SEC Publisher Collaboration

Step 1 (For Supervisor): Assign documents to operators (Check out)

Step 2 (For Operators): Work on the documents and send/email it back to supervisor

Step 3 (For Supervisor): Gather all the documents (Check In) and prepare it for filing

 

 

 

 

1.     Create a Project and add a Document

2. Initiate Collaboration
   Once you have added the document into the project, from the menu select Collaborate > Open Collaboration Screen.

 

 

The following dialog box will appear:

 

a.     Insert a file into another file

You can insert a file inside another file. First, select the source file. Next, press Insert. You will see a list of all available files that you can insert into the selected file. Choose any one of them. There are three ways in which you can insert the second file into the first:

                              i.        Before or after the first page

                             ii.        Before or after the last page

                            iii.        Before or after any page within the first document

 

 

b.     Merge files

You can merge two files (or more) in any order to create a different file.

                              i.        Right-click to select the first file. Press CTRL + Right-click to select the other files that you want to merge with the first file.

                             ii.        Alternatively, press Shift + CTRL + Right-click to select a continuous group of files that you want to merge.

                            iii.        Select Merge.

                            iv.        You can move the files up or down to re-order them. If you have selected a file by mistake, you can also remove it from this list before merging.

                             v.        Give a new name to the merged file.

                            vi.        Select Merge.

 

 

3. Split the document into several parts that correspond to the number of operators
   Select the document and click on the Split… button under ‘Manipulation Tools’. Under ‘Criteria’, choose Number of files. Then enter 2 in the text field. This will split your document into two documents, right down the middle.

 

You can split any file into parts:

 

a.     Select a file.

b.    Select Split. There are three ways to split the files:

                              i.        At Pages

You can decide on which pages you require the split to occur. Enter page numbers separated by comma. For example, if the document has 164 pages, choosing 20, 45 will split the file into three parts. The first part will have pages 1-19, the second 20-44 and the third, the rest.

                             ii.        Number of pages

Enter the number of pages each part will have. For example, if you write 19 and the document has 164 pages, this will split the file into nine parts. The first eight parts will have 19 pages and the ninth will have 12 pages.

                            iii.        Number of files

Enter the number of files you want it to be split into. For example, if the document has 164 pages, choosing 4 will split the file into four equal parts. All four parts will have 41 pages each.

 

 

 

 

4. Assign the documents to different operators
   Before you can assign documents to operators, you need to create the user accounts for them. Click on the Manage Users… button. Use the Add New User… button to add two new users. When you are done, click on the ‘Close’ button.

Now, select the first part of the document and click on the Assign a User… button. Select a user and click on the Assign button. Then repeat the process for the second document and assign it to the other user.

 

You can manage the user within the collaborative environment.

 

a.     Add New User

This allows you to add participants to the group. Fill in the first name, last name, and email of the person you are adding to the group. You can also add a note for that person (optional).

b.     Edit User

Use this option to edit the details of an existing user. You can update the first name, last name, and email of the person you are adding to the group. You can also modify the note for that person.

 

c.     Delete User

Use this option to delete an existing user.

 

 

5. Check Out the documents to the operators as .colpr files
   Once the documents have been assigned, you can perform ‘Check Out’. SEC Publisher will package all the necessary documents and information into a single file called .colpr file. Now, select both the documents you wish to send to the operators and click on the Check out files button.

If you want to send the .colpr files via email, click on the Email checkbox. Review the list of documents to be checked out, and click on the Check out file(s) to generate the .colpr files to the operators (make sure that you let your operators know which format [HTML or ASCII or both] they should be working on).

 

 

 

Checked out files are saved with the extension .colpr.

 

 

 

 

1. Open the .colpr file
   From the menu, Collaborate > Import Collaboration File, and select a .colpr file. SEC Publisher will ask you where to extract the documents in the .colpr file. Select an empty folder and click ‘OK’.
2. Convert the documents into HTML and/or ASCII
3. Save and send the documents back to the Supervisor as a .colpr file
   Once you are done working with the documents, go to Collaborate > Export As Collaboration File. This will package all the documents back into a single .colpr file. Finally you can send/email the .colpr file(s) back to your Supervisor.

 

 

 

 

1. Check In all the .colpr files from all the operators
   Once you obtain all the .colpr files back from your operators, you can perform ‘Check In’. From the menu, select Collaborate > Open Collaboration Screen and click on Check in files button. Then click on the Add... button to locate all the .colpr files from your operators. As you add .colpr files, you will see a list of all the documents that will be checked in.

Finally, click on the Check In button to finalize the check in process.

2. Create the final document into SEC Compliant HTML and/or ASCII
   Select all the checked in documents and click on the Merge button. The documents selected will be merged into one final document, so make sure the ordering is right (use the Move Up and Move Down button to re-order the documents).