A process can be started from both the Collavate Home menu and the Process menu:
On your Collavate Home screen, you can click the Post with Process tab located next on the left of your home screen. Similar to composing a post, you can add a message for the process reviewers, add files (to process for the process), and communicate through comments on the process post.
*Note: You can also add reviewer(s) here by typing the @ symbol followed by the reviewer’s name / email address
[] Add to Favorites: This adds the line of reviewers set up in the process as a Favorite group for easy selecting on future process
[] Maintain initial access privileges of reviewers and myself: Allows reviewers and submitter to maintain access to the process when the process is processed
[] Make a copy of document to process: This duplicates the template to process a copied version
[] Move this document to COLLAVATE folder: This process document will be found in your Google Drive COLLAVATE Folder
In the Process menu, you can select Start Process to select a file from your computer, files from your Google Drive, or from Templates. With your selected file, you begin your approval process. On this menu, you can view the information of the documents being processed, and advance the drafting process of the document by using templates.