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Collavate 시작하기

8

Collavate 계정 생성 및 Google 계정 연결하기
Collavate 싱글, 팀 및 기업용 버전이란
개인 사용자를 위한 Google Drive용 Collavate 설치하기
Google Workspace에서 Collavate 설치하기
Collavate 메인 화면 사용하기
드라이브 매니저 사용하기
검색창에서 파일 및 게시물 검색하기
Google Drive 내 Collavate 폴더

템플릿

6

템플릿 사용하기
개인 템플릿 생성하기
공유 템플릿 생성하기
공유 템플릿 관리하기
관리대장 설정 및 사용하기
Collavate 이메일 템플릿 수정하기

전자결재

32

Collavate 전자결재에 대하여
전자결재 프로세스 시작하기
전자결재 프로세스를 위한 새 문서 생성하기
결재선에 승인자 등록하기
전자결재 시 첨부파일 및 관련근거 추가하기
상신한 결재문서 프로세스 수정 후 재상신하기
전자결재 재설정(취소)하기
반려된 문서 재상신하기
문서 승인 또는 반려하기
이메일로 결재 문서 승인하기
외부 사용자에게 문서 상신 시 승인자의 승인 프로세스
결재 마감 시한(데드라인) 설정하기
마감일 알리미(리마인더) 설정하기
협조처 승인/반려 결재 기능 활성화하기
협조처 기능 사용하기
수신처 기능 사용하기
협조처 기능에 대한 사용자 권장사항
Collavate에 전자서명 추가하기
전자결재 재결재(재승인) 기능 사용하기
전자결재 재요청 메일 발송하기
결재 유예 기간 설정하기
결재 완료된 전자결재 문서 삭제하기
결재 완료된 문서 게시하기(퍼블리싱)
전자결재 문서 사본 만들기
전자결재 문서를 PDF 파일로 인쇄하기
전자결재 히스토리 내역 CSV 파일로 내보내기
전자결재 템플릿 문서를 관리대장에 연결하기
관리대장 기능 활용하기
문서 버전 변경사항(리비전 히스토리) 확인하기
Google Drive에서 Collavate 애드온으로 전자결재하기
전자결재 조회 설정하기
전자결재 관리자 설정하기

GDPR 설정

3

모든 문서와 파일에 GDPR 적용하기
GDPR 만료 날짜 설정하기
GDPR 활동 내역 확인하기

관리자 설정

12

도메인 설정하기
문서 관리자 설정 및 변경하기
홈 폴더 설정하기
회사 로고 설정하기
Collavate 동기화 설정하기
외부 사용자 설정하기
공유 태그 설정하기
사용자 관리 및 관리자 권한 부여하기
문서 종류 및 카테고리 설정
GDPR 리스크 관리 기능 활성화
채번 규칙 설정하기
사용자 화면 버튼명 및 레이블 변경하기

Google Workspace 활용

5

Google Workspace 사용자 변경 시 Collavate 설정하기
Google Drive에서 Collavate 파일 검색하기
Collavate 전자결재 파일 일괄 백업하기
Google Workspace 삭제 시 데이터 이전하기
Gmail SMTP 사용 시 발송함 저장 설정(통합메일 저장용량)

자주 묻는 질문

6

Collavate 지원 문의
Collavate API 활용하기
PDF 파일 변환 제한 및 제약사항
전자결재 문서 화면이 정상적으로 작동하지 않습니다
FAQ: 일반 사용자
FAQ: 관리자

FAQ

8

Can external users approve document review without purchasing a license?
What is Collavate?
How can I login to Collavate?
How do I start workflow?
Where is my work stored on Collavate?
What’s the difference between TEAM and BUSINESS/ENTERPRISE?
Do you offer discounts for nonprofits or educational institutions?
When you log in to Collavate, a confirmation window appears asking if you want to’Allow access to Google services (Google Drive, Gmail, etc.)’. If I grant access, is there any security risk with the data stored in Google?

FAQ

13

承認するだけの場合でも受信者である外部ユーザーもライセンス購入が必要ですか？
Collavateビジネスを使うためのGoogle Workspaceの購入方法
新しいドメインへCollavateのデータを転送する
教育機関やNPO（非営利機関）向けのディスカウントはありますか？
ファイルを承認または拒否するにはCollavateのビジネスライセンスが必要ですか。どれくらい承認または拒否できますか。
GoogleAPIを起動する
コラベートはどんな製品ですか？
どうやってコラベートに接続できますか。
コラベートでの電子決裁はどうやって始めますか。
コラベートで作業した内容はどこに保存されますか。
個人用バージョン（SINGLE）、チーム（Team）、企業用バージョン（BUSINESS/ENTERPRISE）はどのような違いがありますか？
非営利団体や教育機関のための割引サービスを提供していますか?
コラベートにログインすると、「グーグルサービス(グーグルドライブ、アドレス帳など)にアクセスを許可しているかどうか」を尋ねる確認メッセージが表示されます。アクセスを許可する場合、グーグルに保存されたデータのセキュリティ上の問題はありませんか。

GDPR

4

GDPR（一般データ保護規則）に危機管理機能をつける方法
GDPR（一般データ保護規則）に終期を設定する方法
どこでGDPR（一般データ保護規則ファイルや活動を見られますか？
ファイルにGDPR（一般データ保護規則）を適用する方法

基本使用

4

Google Workspaceのための協業
Google WorkspaceアカウントでCollavateビジネスエディションをセットアップする
検索バーを利用する
PDFファイル変換の制限

Process

8

コラベートファイル変更活動
グループCCの承認および拒否機能
お気に入りの決裁ライン
コラベートGoogleドライブアドオンで電子決済する方法
進行中の決裁文書プロセスを修正する
外部ユーザーに文書上申の際、承認者の承認プロセス
CC及びグループCCの使い方
PDFフォーマット

Settings

8

ドキュメントカテゴリーの設定
管理者メニューナビゲーション
ホームフォルダを設定する方法
文書管理者の設定および変更方法
文書管理者の変更と同時に中心化された文書の所有権を新しい文書管理者に移転
カスタムビュー管理
会社のロゴ設定
コラベートドメイン設定

Google Workspace

1

アップデートとGoogle Workspaceユーザーと同期する

Getting Started

1

Setup Collavate Business Edition for Google Workspace

Collavate Mobile

1

Connecting to Collavate Mobile

Video Tutorials

1

Setup Collavate Business Edition for Google Workspace

Collavate Basic

2

Using the Home search bar
PDF file conversion restrictions

Workflow

145

Trouble previewing the approval document or seeing the “accounts.google.com refused to connect” message
Approval process for outside of domain approver (approve only recipient)
Make a Copy of a Process
How to use CC and Group CC
Is there a discount for Education and Non-profit organizations?
Would you help me with setting User Management?
If my document was rejected in the approval process, how do I reprocess it for the approval process again?
Process Post Comments
Document Categories
How to setup a document process for approval
Setting up a Workspace Folder
How to activate/deactivate a user
Hiding/Showing the File & Process Activities from the Home Feed
File Feed
How do I unsubscribe from email notifications?
Automatically upload scanned files and email attachments to Google Drive
Setting default language, country, time zone, date format
Process Widget
How to use Google Translate feature
How To Save a Draft
How to Add Members (tag a person) and Deadline to Post
Public Group for Collavate Announcements
Posts and Process Communication
Post to your group with Collavate Group Email
How to Delete Members
Post in your Group
How to delegate Admin Privileges in a group
Manage Group Options
How to upload a Banner Photo for your Group
How to create a Group
Manage Members and Admin of the Group
Group Google Drive folder
Pinned Posts
Change Posts to List View
How to create/delete a post
Start Process using Templates
Collavate Public Templates
Managing Personal and Shared Domain Tags
Setting up Personal and Shared Templates
How to use Templates
Create Shared Templates
Manage Shared Templates
Shared Template Approver Lock SettingsFunction
Creating Personal Templates
How to use Collavate widget for your website
Is there a limit to the number of users?
I had changed my mail ID in Google from vm@domain.com to md@domain.com. The old email is still the Admin. How do I change that?
I want to share the file or insert an image in Google spreadsheet within Collavate but I couldn’t do it.. why?
Can you briefly explain what Domain Shared Tags are?
How do I apply for Collavate Business edition?
Where can I find the Admin > Process setting?
Do we name the people included in the team or business, or is it open to anyone with the domain?
We are looking to use the Team version. Do I need to start the 7-day trial or can I immediately get this set up and running?
I’d like to start a trial right away. Is this possible?
For the single or team version, does it only support individual tags?
Does this product keep revision history on documents?
Will I be able to search tags in Google drive (Will the label be saved in the Google drive)? or is it saved in Collavate only?
How to stop auto-renewing Collavate?
What is Collavate?
Can you help me understand the difference between “Team Edition” and “Business” in the pricing structure for Collavate?
I want to discuss regarding API. What is the purpose of Collavate API? Why should it be used since you are using Google cloud of my Gmail account?
I’ve been using the Single Free edition but after I install the Business plan, I still do not see the ‘Admin’ menu. I’m a super admin of my Google Workspace Domain.
Do all users need to have a business user or can some be team?
Once you tag docs in Google Drive can you share those with people just by sending them a link like you can when you share a folder in Google Drive?
I created a document and processed the process to 2 people. 1 person agreed and 1 disagreed. However, the status of the document is now “approved”. Why is that? Am I setting up the process incorrectly?
I am not an administrator. How can I try out the admin features?
Can my reviewers add additional approvers?
Group CC approval/reject function
Is this a free app?
I need to work on a confidential document with an outside partner. Can some users use Gmail account instead of Google Workspace account?
How to redeem a coupon for discount.
I want to cancel my paid subscription.
How do I uninstall Collavate ?
How do we purchase Google Workspace to use Collavate Business?
Domain Data Transfer to New Domain Name
Do I need a Collavate Business license to approve/reject files? How many can I approve/reject?
Collavate Process Activities
PDF with Cover Letter
Favorites
Is there a way to undo an Approve or Reject decision?
Using your Digital Signature with Collavate
Version History Download & Discussion
Initiate process via Google Drive addon
Connecting Vacation Request To Ledger
Connecting Expense Report To Ledger
Connecting a Process Document to a Report sheet
Share Files and Process Histories
Export Process History to CSV File
How to Reset / Cancel Process
How to Reprocess the Process
Reprocessing
Adding Multiple Files through Process Popup
How to use the Process Menu
Manually enter reviewers by email or name
Send Reminder
Register and Login with a non-Gmail Account
How to Approve Process via Email
How to start a process
Set Individual Reviewer Deadlines
Setting Reviewer Privileges
Creating a new document for Approval Process
How to Approve/Reject document
Set same deadline for all process reviewers
Set Deadline Reminders
Select Existing Document for Process
Publish to Web
What is deadline grace period?
Collavate for your Google Workspace
Setup Collavate Business Edition for Google Workspace
Creating a Collavate Account and Connecting it with Gmail
Support Group
Create a Shortcut for Collavate Mobile
Features in the Home Menu
How to Upload Background Wallpaper / Remove Collavate Wallpaper
Collaboration with Outside Users
Manage Remote Drive Setting
File Display
Collavate Folders in Google Drive
Search for Process Files in your Google Drive
Start Process with Google Doc Add-on
Create/Manage Shared Tags
Process Visibility
Process Function Settings
How to edit communication email templates
User Management
How to delegate Admin privileges to user(s)
How to Edit In-Process Process
Activate GDPR Risk Management function – Administrator
Document Numbering Policy
Document Category Sorting
Setting the Document Manager
Custom View Label Management
Update and Sync Google Workspace Users
Setting Company Logo
Domain Settings
Admin Console Navigation
How to Set Home Folder
Launching Collavate for Personal Users
How to backup Collavate Document manager Approval Process files in batch
How To Setup Expiration Date for GDPR
Where can I see GDPR files and activities?
How to Enable GDPR Risk Management Function
How To Apply GDPR to a File
Approval document to PDF
Initiate workflow via Google Drive addon

Workflow Stages

2

Trouble previewing the approval document or seeing the “accounts.google.com refused to connect” message
Share Files and Workflow Histories

Drive Manager

1

Advanced Search: My Drive files and Approval workflow files

GDPR

1

How to Apply GDPR on Collavate DLP

Collavate Menu Navigation

2

Change document manager and transfer centralized document ownership to new document manager
Hiding/Showing the File & Process Activities from the Home Feed