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Collavate – Document Approval App for the business.
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Getting Started

Getting Started

9
  • Create a Collavate Account
  • Choose your Collavate Edition
  • Install Collavate on Google Drive for Individual/team users
  • Install Collavate on Google Workspace
  • Connect to Collavate Mobile
  • Use Collavate Home
  • Use Drive Manager
  • Search files in Collavate
  • About Collavate folders in your Google Drive
Template

Template

6
  • Use Collavate Template
  • Create a Private Template
  • Create a Domain Shared Template
  • Manage a Domain Shared Template
  • Connect Template to a Ledger
  • Use Case: Connect template to a Ledger
Approval Process

Approval Process

26
  • Collavate Process Menu
  • Start Approval process
  • Add reviewer to approval process
  • Add attachments and references to process
  • Submit a process to external users
  • Start Approval Process with Collavate Google Drive Add-on
  • Approve or Reject on a process
  • Send reminder email to review process
  • Set a deadline for process
  • Set grace period when missing deadline
  • Reset(Cancel) your process
  • Activate reprocess feature for your domain
  • Edit and reprocess submitted process
  • Reprocess a rejected document
  • Activate Group CC Approval feature
  • Use Group CC to start reference process
  • CC user to send process notification
  • Add a signature on Process
  • Delete an Approved document
  • Make a copy of process documents
  • Save process documents in PDF
  • Export process list in CSV
  • Publish a document after approval
  • Review document revision history
  • Manage your process access level
  • Administrator Settings for approval process
GDPR

GDPR

4
  • Add GDPR Level to your Files
  • Set GDPR Expiration Date
  • How to check all GDPR files
  • How to Apply GDPR on Collavate DLP
Admin Settings

Admin Settings

13
  • Complete your Domain settings
  • Set a Document Manager
  • Set a Home Folder
  • Add or change a company logo
  • Sync Collavate to Google Workspace Domain
  • Invite external users
  • Manage domain shared tags
  • Manage users and grant administrator access
  • Activate GDPR risk management
  • Create a document category
  • Create a Document numbering policy
  • Customize your Collavate email notification
  • Inspect Ownership and Deletion of Approved Documents
Google Workspace

Google Workspace

5
  • Save email in ‘Sent’ box when using SMTP Relay
  • Sync Collavate with Google Workspace
  • Back up your Collavate Data
  • How to migrate your data when deleting Google Workspace account
  • Search Collavate files on Google Drive
FAQ

FAQ

7
  • Is this a free app?
  • Contact Collavate Support
  • Use Collavate API
  • Restrictions on PDF Conversion
  • Can’t start approval process
  • FAQ: Domain Users
  • FAQ: Administrators
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  • Template

Template

  • Use Collavate Template
  • Create a Private Template
  • Create a Domain Shared Template
  • Manage a Domain Shared Template
  • Connect Template to a Ledger
  • Use Case: Connect template to a Ledger
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U.S. Patent 10491574B1