Organized and efficient data sharing

Say goodbye to gazillion versions of the same spreadsheet
that clutter your mailbox

We guide you through the “how to‘s” here

 

Views not Copies

Views let‘s you share different parts of your list instantly with others without creating multiple copies of the same. Work with one list and many views for others. No more copying parts of the data, creating new sheets and emailing spreadsheets.

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Better Control

Other team members now see what you want them to see and work while you can revoke access from your list at any time. You can hide or show columns as per your choice with different team members and keep your master data list intact. Simple and straight forward way for setting up your team to work without losing control.

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Data Protected Always

Lock columns of data for others to only view and make sure no one can download copies of your list. Even while you share, your data is protected from being taken away.

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Auto Validated Data

Getting validated data from team members isn't easy! With CollateBox built-in data validation capability you can gather data in relevant data formats from others without the hassle of setting up structures. Just bring your data inside CollateBox and it will figure out the existing data structures for you.

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Notifications on data activity

Stay informed on activities of your data list while you work with others. CollateBox notification alerts you as others open, work and forward your list to others making sure you are on top of your list always.

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Track changes

Toggle between WHO changed your data, WHEN did the change occur and WHAT data was changed anytime on your shared list using CollateBox Tracking capabilities. We show you all data changes made on a shared view or any new data that is added by a shared user for a certain period of time.

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Attaching Files

Attach an image, document or just a comment on every record and share with your team members using CollateBox. Your colleagues get to open and view the files and even add comments for others to discuss further on that specific record.

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Online Forms for data collection

Generate an instant Online Form with a single click and embed in your website or share public URL with your customers. One can configure these forms to a large extend to work the way you do or just use our built-in capabilities to generate and get going. Remember all data is going to be validated as per your data types resulting in minimum data validation errors.

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Quick Summaries

Visualize your data summaries directly from your data lists. You can either view count, sum or average of a particular column in the form of a chart or group different columns for summary analysis and impress yourself.

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Public Data Views

Why ask everyone to login to CollateBox if you can just share a public view with a single click? CollateBox offers the ability to share a Public View of your data list. Using the Public View feature you can show different parts of the same list with anyone without having them to login to CollateBox. You make change the data list and the view changes for others - instantly.

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