Use Collavate Predefined Functions

Collavate predefined functions automatically fill in user information such as the organization name, full name, and email address when specific functions are entered.

By entering predefined functions into Google Sheets™, you can automatically pull stored user information during the approval process. This eliminates the need for manual input, simplifying template creation and repetitive data entry.

Note: This feature is available only for Google Sheets™ and cannot be used with other file formats.

How to Enter Predefined Functions in Google Sheets™ #

1. Prepare a Google Sheet to be used for the Collavate approval document.
2. Click on the cell where you want to enter a predefined function.
3. Enter the desired predefined function name as is.
4. Submit the completed spreadsheet for approval or register it as a Collavate template.
5. When submitting the document, the entered function will automatically convert to the corresponding user information.

List of Supported Predefined Functions #