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Benefits
Features
Customers
- Customer Review
- Use Cases
Pricing
Company
- Our Team
- About Us
Resources
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Getting Started

14

Choose your Collavate plan
About document ownerships
Set up Collavate Team Plan
Invite users and manage your team
Set up Collavate Business Plan for your organization
Use Collavate add-on for Google Drive
Customize Collavate
Use Collavate posts
Use Drive Manager
Search files and posts
About Collavate folders in your Google Drive
Set up your profile
Change theme color or background image
Change your notification settings

Template

6

Use Collavate Template
Create a Private Template
Create a Domain Shared Template
Manage a Domain Shared Template
Connect Template to a Ledger
Use Case: Connect template to a Ledger

Approval Process

28

Collavate Process Menu
Start Approval process
Add reviewer to approval process
Add attachments and references to process
Edit a submitted approval
Reset(Cancel) your process
Approve or Reject on a process
Reprocess a rejected document
How to use the reprocess feature
Submit a process to external users
Start Approval Process with Collavate Google Drive Add-on
Send reminder email to review process
Setting a deadline for your process
Set grace period when missing deadline
Use Group CC to start reference process
Activate Group CC Approval feature
Modify Group CC approval line
CC user to send process notification
Add a signature on Process
Delete an Approved document
Make a copy of process documents
Export your approval as PDF
Export process list in CSV
Publish a document after approval
Review document revision history
Manage your process access level
Use Collavate Predefined Functions
Administrator Settings for approval process

Google Workspace

5

Save email in ‘Sent’ box when using SMTP Relay
Sync Collavate with Google Workspace
Back up your Collavate Data
How to migrate your data when deleting Google Workspace account
Search Collavate files on Google Drive

GDPR

4

Add GDPR Level to your Files
Set GDPR Expiration Date
How to check all GDPR files
How to Apply GDPR on Collavate DLP

Admin Settings

13

Complete your Domain settings
Set a Document Manager
Set a Home Folder
Add or change a company logo
Sync Collavate to Google Workspace Domain
Invite external users
Manage domain shared tags
Manage users and grant administrator access
Activate GDPR risk management
Create a document category
How to Manage Document Numbering(Prefix/Suffix)
Customize your Collavate email notification
Inspect Ownership and Deletion of Approved Documents

FAQ

9

Contact Collavate Support
Is this a free app?
Use Collavate API
Use Collavate with Slack
Restrictions on PDF Conversion
Can’t start approval process
Pay for your Collavate Subscription
FAQ: Domain Users
FAQ: Administrators

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
Export the content and approval history of a document as a single PDF
How to submit a daily or weekly activities report for approval using Collavate
Utilize the approval document tag feature to easily classify and search documents
Request translation of important approval documents on Collavate
Manage purchase requests submitted through Collavate in a single report: Collavate Ledgers
Create a public announcement for all organization members
Receive process notifications through Google Chat
Improving work efficiency through custom information settings of your template
Utilize various approval line design options to freely design the template’s approval flow
Turn Google Drive documents into one PDF
Submit your Google Drive files for approval
Create a summary for a long and complex document

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Collavate GWS Settings Guide

Save email in ‘Sent’ box when using SMTP Relay
Sync Collavate with Google Workspace
Back up your Collavate Data
How to migrate your data when deleting Google Workspace account
Search Collavate files on Google Drive

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Phone: +1-408-337-2380, Email : support@collavate.com

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