Configuring the document collaboration layer
Document collaboration lets conversation participants review PDF files and other kinds of files together. Participants all see the same copy of the document, so when completing a PDF form, for example, all participants can see what’s entered in the form as it happens.
Prerequisites
Before you start configuring document collaboration in specific conversation templates, you must activate it. If you don’t, the settings for document collaboration aren’t available in the settings of your conversation templates.
You can activate document collaboration in the GLOBAL or ACCOUNT scope with the configuration property com.unblu.messenger.documentCoBrowsingEnabled.
Next, enable file sharing with the configuration property com.unblu.messenger.fileSharingEnabled, or participants won’t be able to upload files for document collaboration.
You must also enable the following configuration properties on each conversation template you want to allow document collaboration for:
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com.unblu.conversation.feature.documentCoBrowsingEnabled: Enable document collaboration in the conversation template.
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com.unblu.conversation.file.allowFileCobrowsing: Participant types allowed to launch a document collaboration session from the menu that appears when they hover over a file uploaded in a chat. If a participant’s type isn’t listed, they can participate in document collaboration sessions but not launch them for a particular document.
General configuration options
For information on general configuration options, refer to the section General configuration options of the article Configuring and manipulating collaboration layers.
Document collaboration varieties
Unblu offers two different document collaboration varieties:
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Native document collaboration--the default variety—uses the Apryse WebViewer to render documents in the browser. It supports annotations, signing, remote control, and document-level actions such as printing and saving.
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Server-based document collaboration uses the Rendering Service to render documents on the server and transmit them in a video stream over the WebRTC API.
You select which variety to use with the configuration property com.unblu.documentcobrowsing.technology.
For the configuration properties specific to each variety, refer to Configuring native document collaboration and Configuring server-based document collaboration.
Document storage options
Most conversation data are stored in a relational database. Depending on how heavily you use document collaboration, this may not be a suitable solution for you. You can configure Unblu to use Amazon S3 or a compatible service like min.io as a document storage. For more information, refer to Setting up a dedicated document storage.
See also
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For information on configuring native document collaboration, refer to Configuring native document collaboration.
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For information on configuring server-based document collaboration, refer to Configuring server-based document collaboration.
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Server-based document collaboration depends on the Rendering Service. For information on configuring the Rendering Service, refer to Configuring the Rendering Service.
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For information on setting up a document storage solution, refer to Setting up a dedicated document storage.