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Collavate – Document Approval App for the business.
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GDPR

1
  • How to Apply GDPR on Collavate DLP

Collavate Basic

2
  • Using the Home search bar
  • PDF file conversion restrictions

Workflow

144
  • 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

Drive Manager

1
  • Advanced Search: My Drive files and Approval workflow files

Getting Started

1
  • Setup Collavate Business Edition for Google Workspace

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

Workflow Stages

1
  • Share Files and Workflow Histories

Collavate Mobile

1
  • Connecting to Collavate Mobile

Video Tutorials

1
  • Setup Collavate Business Edition for Google Workspace

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?
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FAQ

  • 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?
We believe that documentation is the most important platform for the development of human culture
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Collavate operates with an ISO 9001:2015 Certified Quality Management System.
Copyright © 2021 Collavate Inc. All rights reserved.
U.S. Patent 10491574B1