Favorite Templates and Recent Templates

Do you find it uncomfortable to find frequently used or recently used templates in the Template list? Now, the Favorite Templates and Recent Templates features have been added. Click the favorite star icon on the templates from all of the templates menu. You can use it in My Templates and Share Templates, All Templates menu. …

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Collavate 5.0 New User Role: Template Manager

“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 …

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Bulk approval for google drive

Collavate version 5.0 : Bulk approval

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. …

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Collavate 5.0 – eSignature with approval by email.

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 …

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Collavate 5.0 – Team Edition

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 …

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Collavate version 5.0 release

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, …

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Workflow Process Design for Specific Approval Purposes

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 …

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