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EGrant475's avatar
EGrant475
Copper Contributor
Jun 12, 2024

Identifying different sections to be completed in a work document for multiple people?

I don't know if there is a way to actually do this, but I have a word document that needs to be filled out by 3 separate individuals from different departments (eg: sales/marketing/operations). Some bits to be filled are fields in a table, and others are simply typing a response below a question.

 

I am looking for a way to easily show the individuals which sections they need to complete, perhaps automatically highlighting the fields based on a department selection in a drop down? Does anyone have an idea on how to achieve this?

 

A point to note is that this will be an offline document that is only accessible by one individual at a time.

 

If anyone can how to achieve my vision or come up with an alternative solution that would be great!

1 Reply

  • This may be overly simplistic, but you could highlight a section, add a comment and @ mention the manager or lead for the department that is responsible for that section. It will need to hit the cloud for that bit, but could be downloaded after that.