Collavate’s version 3.10.4 release focuses on improving the ease of use for our users.
Our priority has been to reduce the learning curve for first-time users and boost customer support for existing users.
New Interactive Guide #
Collavate’s new interactive guide provides a step-by-step walkthrough to introduce new users to common features, and tooltips for most frequently asked questions.
Already an Expert User?
Existing users can also benefit from the interactive guide as it may clarify functions, or can opt to click [Finish] at anytime throughout the walkthrough to skip the Interactive Guide.
Process Widget #
New and improved gadget to easily view workflows categorized by status:
- My Processed Docs
- Draft
- CC’ed Docs
- Shared Process
- Received Docs
- To Be Reviewed
- In-Progress
- Approved
- Rejected
- Sent Docs
- Submitted
- Approved
- Rejected
Available in Home menu
This workflow gadget can be accessed in the Home menu by clicking the window expansion icon next to “My Processed Docs”.
Click the expansion icon to open the workflow gadget
The workflow gadget’s Received Docs menu
Direct Link
The workflow gadget can also be directly accessed here: https://document.collavate.com/jsp/iframe/process.
You can also embed this widget on your website or Classic Google Sites. We also offer Collavate intranet template on Google Sites. Click here to use and modify for your org.
Support Group in Collaavate #
We are replacing our Support Chat in Collavate with a private and secure Support Group help desk. Post your question or issue in the Collavate Support Group and our Support Team will assist you as soon as possible.
Stay Signed In #
Check the “Stay signed in” box on the login page to stay logged into Collavate for 2 weeks to skip the login screen. Your account will be automatically logged out after 2 weeks and you can choose to select to stay signed in again. This feature will be available for mobile devices in a future release.
Note: This setting is not recommended on shared devices
Additional Improvements #
- We have improved several bugs including:
- Image previews for file uploads
- Search accuracy in Process menu
- Signature change
- Background upload deletion
- Printing security level documents
- Email file attachments to group post
- Group widget’s interface
We thank our Collavate users and the helpful feedback we have received! For any questions or feedback, please email us at support@collavate.com.
The Collavate Team