Policy management is a team effort. Here are all the ways you can involve your teammates as you work on your content.
Real-Time Editing
You can edit a policy with multiple people at the same time. If multiple people are inside a policy at the same time, you'll see their presence in two ways:
You'll see an avatar for them in the editor toolbar.
You'll see their cursor (including text they've selected). The cursor color will match their avatar and you can see their name if you hover over the cursor flag.
Commenting
To leave a comment inside a policy, highlight a piece of text, then click the Comment button in the contextual menu that pops up:
After a comment is made, the text that was highlighted will remain highlighted in a pale yellow color and you'll see a chat bubble icon in the right gutter. The icon will display the count of the number of comments that are in the thread.
Clicking either will open the comment thread, where you can reply, resolve the comment (click the check mark), or (via the ••• menu) edit your own comment or remove it.
A history of a policy's comment threads is available within the history menu in the toolbar:
@mentions
When you leave a comment, you can @mention people by typing the "@" character, which will show an auto-complete menu of everyone who can access the policy. User your arrow keys and press enter/return to select someone. You can also keep typing to filter the list down.
When someone is mentioned, they'll see a counter in their "That @mention me" view in their policy library:
Clicking this will filter the view to show policies where they are mentioned.
Coming soon: Email notifications. We know these are needed. We're working on it!
Suggest Edit Mode
When you use the policy library for the first time, your Editing button will be fancy and swirly:
When you click this, you'll see another mode: Suggesting. Use this mode when you want to suggest edits as comments inside of a policy instead of making actual edits. Edit the content like normal and you'll see how Suggesting mode works.
Review/Approval Workflows
Blissbook PRO subscribers have access to review/approval workflows. Contact our support team if you want to sign up for Blissbook PRO.