General

Collaborative Document Workflow: How To Achieve Compliance and ISO Standards

When it comes to compliance for your organization, it’s important to have the right file and document structure. In this article, we’ll be covering how you can get these with Google Workspace and Workflow applications. The Importance of Document Management Document management is important for any business. But when dealing with the accumulation of a …

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Improved document numbering for reprocessing documents.

From the Collavate 5.1.0 version, document numbering of the reprocess document has been changed. Previously, when the document is resubmitted after rejection or any reason, the new number is added and it may have caused confusion since the document itself is the same but the title is modified for approval. Now, the number is maintained …

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Favorite Templates and Recent Templates

Do you find it uncomfortable to find frequently used or recently used templates in the Template list? Now, the Favorite Templates and Recent Templates features have been added. Click the favorite star icon on the templates from all of the templates menu. You can use it in My Templates and Share Templates, All Templates menu. …

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Collavate 5.0 New User Role: Template Manager

“Template Managers,” a new user role, can manage the company’s document templates even if they are not a Collavate administrator. You can check the added user rights in the Admin> User Management menu. Previously, only Collavate administrators were able to edit, delete, or create Templates for your organization.  Now, with the user designation of “Template …

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Bulk approval for google drive

Collavate version 5.0 : Bulk approval

Thanks to our users feedback, now you can select multiple approval requests and approve them all with one click. We are introducing Bulk approval for google drive. Simply select multiple documents from the “Process” menu list, and click “Approve Selected.” Previously, in order to approve these documents, each one had to be opened and reviewed. …

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Collavate 5.0 – eSignature with approval by email.

Collavate 5.0 adds a new feature to automatically convert a submitted document to a PDF, and attaches it to your Collavate notification email. This allows you to review and approve immediately without logging in to Collavate on your phone, tablet, or desktops. Collavate offers a wide variety of document process review and approval methods for …

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