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Getting Started

14
  • Choose your Collavate plan
  • About document ownerships
  • Set up Collavate Team Plan
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Template

7
  • Use Collavate Template
  • Create a Private Template
  • Create a Domain Shared Template
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Approval Process

28
  • Collavate Process Menu
  • Start Approval process
  • Add reviewer to approval process
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Google Workspace

5
  • Save email in ‘Sent’ box when using SMTP Relay
  • Sync Collavate with Google Workspace
  • Back up your Collavate Data
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GDPR

4
  • Add GDPR Level to your Files
  • Set GDPR Expiration Date
  • How to check all GDPR files
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Admin Settings

13
  • Complete your Domain settings
  • Set a Document Manager
  • Set a Home Folder
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FAQ

9
  • Contact Collavate Support
  • Is this a free app?
  • Use Collavate API
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Case Tutorial

15
  • Use Team Plan and start collaborating with users from all over the world
  • Send requests for recurring approvals quickly using the Reprocess function
  • Share the latest version of a reviewed document with others
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