You can now start Collavate from Google Drive.
Google Drive consists of Google’s cloud storage and document collaboration services. Many users create and share documents on Google Drive to collaborate on documents.
Collavate is registered as the fourth Google Drive add-on worldwide. You can now select documents from Google Drive and submit them to the payer through the Collavate app.
It’s super easy to use. After installing the Collavate Google Drive add-on, select the file you want to proceed with the approval workflow from the file list. Then, select the Collavate icon on the right sidebar and the workflow screen for workflow will appear.
Enter the email or name of the approver submitting the document here.
The Group number means the order of approvers of the approval line. For example, in the case of two tier of workflow, enter the first email into Group #1 and the next email address into Group # 2. In the case of parallel approval, you can add a parallel approvers in the same order by pressing the [+] button.
After adding the approvers, press the [Submit for approval] button after scrolling down. Email notification will be sent to Group #1 recipient(s).
Also, you can click the [Open in Collavate] button to launch the Collavate app, and the document being created on the left and the designated approvers appear on the right. From here, you can complete other advanced options, such as setting access rights for payment documents, adding comments, specifying deadlines, adding tags, etc.
The approver will receive an email notification and will open the document for review and complete the approval process. In addition, through Collavate’s post, it is possible to exchange opinions between stakeholders in the workflow.
In the future, we plan to release a drive add-on that enables tagging and tag management in the Google Drive file list.