“Template Managers,” a new user role, can manage the company’s document templates even if they are not a Collavate administrator. You can check the added user rights in the Admin> User Management menu. Previously, only Collavate administrators were able to edit, delete, or create Templates for your organization. Now, with the user designation of “Template …
Thanks to our users feedback, now you can select multiple approval requests and approve them all with one click. We are introducing Bulk approval for google drive. Simply select multiple documents from the “Process” menu list, and click “Approve Selected.” Previously, in order to approve these documents, each one had to be opened and reviewed. …
Collavate 5.0 adds a new feature to automatically convert a submitted document to a PDF, and attaches it to your Collavate notification email. This allows you to review and approve immediately without logging in to Collavate on your phone, tablet, or desktops. Collavate offers a wide variety of document process review and approval methods for …
Collavate 5.0 – eSignature with approval by email. Read More »
The Google Chat is a communication tool that many people use every day to collaborate or discuss with colleagues at work. You can also chat one on one or group, or even Hangouts video calls through Google chat. The Collavate Bot is a convenient chat bot that notifies you of approval workflow related activities. For …
Our newly upgraded version of Collavate 5.0 has a new plan available called Collavate Team Edition. Collavate Team is built for use by small groups and organizations. Even if your company doesn’t have a Google Workspace (formerly G Suite), admins can add user emails to centrally manage Collavate and collaborate in teams. If you are …
We are thrilled to announce our new version of Collavate: 5.0. This version includes 7 new functions with automated workflow, improved user interfaces for the user and admin screens, alongside more than 30 patches. Three of Collavate’s new features are highlighted in the video above. The Collavate Google Chat bot, the new Collavate Team Edition, …
https://collavate.com/wp-content/uploads/2021/01/approval.mov There are two main ways to proceed with the document submission and workflow processes within a company. One is (1) the electronic approval processes in which approvals are processed sequentially, and approvers have ‘read only’ permissions. The second is (2) approval processes for collaboration, in which the approvers are added in parallel to the approval …
Workflow Process Design for Specific Approval Purposes Read More »
Good communication in the workplace is key for companies to work efficiently and be productive. Employees can experience increased morale, productivity and commitment if they can easily communicate with other members of the team – whether they are in the next office, or in another state or country. Collavate is here to help. We specialize …
Insert a QR code on the workflow document When converting the workflow document as a PDF file, the QR code has been added to the cover and footer of the PDF document. You can open the document with a workflow process instantly by just scanning the QR code with a smartphone or tablet. For more …
[Collavate ver. 4.5.5] Simplified Login, QR code for Approval document. Read More »
Barcodes have become very commonly used nowadays. You see them on consumable goods, gift cards, labels, and practically everywhere from grocery stores, retail stores, and many other places. A QR code is one of several types of barcodes, and a QR code can store more information in a two-dimensional configuration compared to a one-dimensional barcode …
