Getting Started Archives - 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

143

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

7

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 SINGLE, 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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Getting Started

Getting Started

For personal users getting started, select Single-Free users for more information. For G Suite Administrators set...

Setup Collavate Business Edition for Google Workspace

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U.S. Patent 10491574B1