Can I ask colleagues to help me collect documents ?

To collaborate seamlessly with your colleagues while compiling documentation and to keep track of your data collection progress, use the "Checklist" tab in the Data Sources section. This feature allows you to create a list of the different documents needed.

1. Create New Checklist:

- Click on "Create New" to start a checklist.

- Mention the title of the document and add a description.

The checklist helps you know where you are in the data collection process.

2. Email Invitation:

- Use the "Ask a Colleague" option in the checklist.

- Wequity provides an email draft you can send directly to the specific colleague who has the data.

The colleague can then upload the required document directly through the platform.