Start Approval process

Table of Contents

In Collavate, you can start the document approval process(document collaboration) in various methods. You can choose any method that best suits you.

Start process in Home menu #

1. Click Home.
2. Click Posts with Process.
3. Write the message to deliver to reviewers in the post box.
4. Click and add files for review.
5. Click Add Reviewers.
6. Add reviewers and contents to the process.
7. Click Start Process.

Start process in Process menu #

1. Go to ProcessStart Process.
2. Select how to add the file to process
3. Add reviewers and contents to the process.
4. Click Start Process.

Start process in Template menu #

1. Click Template.
2. Select a template to use.
3. Click Use Template.
4. Add reviewers and contents to the process.
5. Click Start Process.

Note: Data in the original template will not be changed if you use the template.

Start process in Google Docs, Spreadsheets and presentations directly #

You can directly start the process in Google console when you install the Collavate add-on. Learn more about Collavate add-on at Install Collavate on Google Drive for Individual/team users.

1. Open any type of Google document ExtensionsAdd-ons.
2. Click Collavate.
3. Click Start.

Start process in Drive Manager #

In Drive Manager, you can create a Google document and submit the created document for approval process.

1. Click Drive Manager.
2. Click +New.
3. Select the document type.

Note: If you click on the Open in Google Drive option, a new tab will be generated for editing new documents. You can also remain in the Collavate Console to create new documents.

4. Add reviewers and contents to the process.
5. Click Start Process.