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Collaboration empowers you to invite partners within the same LAN or on the internet to co-edit the same document concurrently. Other features include inviting/removing partners, setting up access code and using Secure Mode to ensure security.

Meeting Types

Right PDF offers two ways to collaborate: LAN and online.

LAN collaboration: No server needed. Only Right PDF (macOS) users in the same LAN can join.

Online collaboration: A server is required. Go to Preferences > Collaboration > Online Collaboration and specify a server URL.

Both have the same functionality, and the only difference is the type of network which determines who can join the meeting (LAN or Internet).  However, you won’t be able to use the following features:

  • Texting editing

  • Convert to Writable

  • Batch numbering

  • Modify security settings

  • Handwritten signature

  • Sign & certify

  • Protect

  • Secure delivery

  • Microsoft AIP

  • Batch processing

Participants can do the following during the meeting:

  • Follow View: In the floating Collaboration toolbar in the upper right corner of the Document pane, click Follow Another User icon and choose one from the drop-down menu to track their activity. In this mode, you cannot edit the document, and the document pane will act like a real-time monitor of actions such as editing and scrolling. Click the Stop Following View icon on the floating toolbar (with the name of “Following XXX’s Current View”) at the top of the document pane to exit and return to co-editing mode.

  • Show User As: In the floating Collaboration toolbar in the upper right corner of the Document pane, click Show User As icon, and choose a way to track what each reviewer is doing on the document from the drop-down menu.

    • Current Tool and ID: Show pointers marked with icons of the tools the reviewers are using along with their nicknames.

    • Laser Pointer and ID: Show pointers of little arrows marked with nicknames. 

    • Do Not Show: No user activity is shown.

  • Exit: Click the Exit icon on the Collaboration toolbar, or right-click on the nickname in the menu and choose Exit to close the meeting. Upon receiving confirmation, all reviewers can save the document. Only when the host has chosen the Normal security option can all other reviewers save the document.

  • Add (available to the host of LAN collaboration only): Click the Add icon on the Collaboration toolbar, or right-click on the nickname in the menu and choose Add to invite new reviewers to the meeting.

  • Remove (available to the host only): Choose a nickname from the list in Collaboration pane, and click the Remove icon to the right, or choose Remove from the context menu.

Host LAN collaboration

  1. Open Right PDF and choose Advanced > Collaboration .

  2. In the pop-up Right PDF dialog box, set a nickname to let others identify you and click OK. To change the name, click the Rename Nickname button and type in a new name. Click OK.

  3. Under the LAN Collaboration tab , check Visible to users in the same LAN to let other users of Right PDF (macOS) discover you, and click the Start Collaboration.

  4. In the LAN Collaboration dialog box, select reviewers by doing either of the following:

    • Select individual reviewers you want to work with.

    • Using Select All or Unselect All.

  5. To ensure document security, click the Security Setup >>> button and select the options:

    • Set up a join password: Security Setup > Access Code.

    • Select either Normal or Secure mode for the collaboration: Security Setup > Security Option > Normal/Secure Mode.

  6. Click Start.

Join LAN collaboration

  1. Open Right PDF and choose Advanced > Collaboration .

  2. In the pop-up Right PDF dialog box, set a nickname to let others identify you and click OK. To change the name, click the Rename Nickname button and type in a new name. Click OK.

  3. Under the LAN Collaboration tab , check Visible to users in the same LAN to let other users of Right PDF (macOS) discover you and invite you to a collaboration meeting.

  4. Reviewers will see a confirmation dialog box when the meeting starts. Click OK to open the document. Enter the password in the popup dialog box if the host requires an access code for entry.

Host Online collaboration

  1. Open Right PDF and choose Advanced > Collaboration  .

  2. In the pop-up Right PDF dialog box, set a nickname to let others identify you and click OK. To change the name, click the Rename Nickname button and type in a new name. Click OK.

  3. Under the Online Collaboration tab , choose Start Collaboration and Collaboration Setup dialog box shows.

  4. Choose a security option and click OK.

    • Normal: Allow other reviewers to save the co-edited document at the end of session.

    • Secure: Other reviewers cannot save the co-edited document at the end of session. The document will be deleted when you quit the meeting or the meeting ends.

  1. When processing is complete, Collaboration Setup dialog box will show a unique ID. Click Copy to copy it to clipboard and forward the collaboration ID to other reviewers

  2. Click Start.

Join Online collaboration

Before using online collaboration, enter the URL of the collaboration server in Preferences > Collaboration > Online Collaboration field.

  1. Open Right PDF and choose Advanced > Collaboration  .

  2. In the pop-up Right PDF dialog box, set a nickname to let others identify you and click OK. To change the name, click the Rename Nickname button and type in a new name. Click OK.

  3. In the Online Collaboration tab, select Join Collaboration to show a dialog box. Enter the ID you get from the host and click Join.

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