Docs

Requesting files from collaborators with deliverables

Create a deliverable in the event Drive to request a file from a collaborator with a due date and requirements, then review what they upload.

A deliverable is a file you are waiting for. Instead of chasing an email attachment, you put a placeholder in the Drive, say who owes it, when, and what it must contain, and the file fills in when they upload it. Rigging drawings for a permit, a speaker's deck, a certificate of insurance and a stage plot are all good deliverables.


Creating a Deliverable

Open the folder

In Documents, then Files, open the folder the file should end up in. The collaborator's own section is usually the right place, since their crew can already see it.

Create the request

Click New, then Create file request.

Fill it in

Give it a name, choose the collaborator under Assigned to, optionally set a due date, and use the description for the requirements, for example "All points, top and bottom hook weights, drawn to scale".

Save

Click Create deliverable.

The deliverable shows in the Drive with a Deliverable badge and no content yet. When the event has file task statuses set up, the deliverable gets a task that tracks it with the event's other tasks, and its status reads Incomplete until something is uploaded. Without file task statuses it shows No Status, and reviewers cannot be added.


Delivering the File

Whoever has Edit access to the deliverable uploads the file as a new version from its page, the same way as any new version. The collaborator's crew with Edit files on their collaborator can do this when the deliverable is in their section; otherwise share the deliverable with them at Edit. Later revisions are further versions on the same deliverable.


Reviewing What Arrives

A deliverable takes reviewers, comments and versions like any other file. In the app, reviewers can be added once the first version exists, so add them right after the first upload. Until a deliverable has reviewers, its versions count as approved. Request changes until it meets the description. See reviews and comments.

To change the assignee, due date or description, choose Edit file on the deliverable.