approval

[Webinar Announcement] How to Streamline Your Workflow for Better Productivity on July 30

Hello Collavate Users, We are pleased to announce that we will be hosting a live webinar “How to Streamline Your Workflow for Better Productivity” on Thursday, July 30, 2015. When: July 30, 2015. at 10 am PST (1 pm EDT) Duration: 25 min (Approximately) Where: Online Meeting Room – Gotomeeting Traditionally, complex document workflow has been …

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[Update Notice] Agree/Disagree Confirmation, and Improved Training Resources

Hello Collavate Users, Collavate Team is pleased to announce our updates for your better experience in Collavate. The two updates described below reflect our continuing efforts to listen to you and to provide you with the service you want and need. 1. Agree/Disagree Confirmation Since now Gmail has an unsend function for your Emails, we …

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[Update Notice] Now Available: Customization of the Name of Menus and Functions

Hello Collavate Users! We are pleased to announce our end of May updates. The two updates described below reflect our continuing efforts to listen to you and to provide you with the solutions you want and need. 1. Label Management.  This new feature allows you to customize the name of menus and functions to better …

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[Update Notice] New Process Sorting Menu, Advanced Search in File Attachments, and Automatic Signature Image Re-sizing.

Hello Collavate Users, Summer is coming, and we have some exciting new updates that will improve your Collavate experience. 1. New Sorting Option for Processed Files. “Approved” and “Rejected” sorting menus have been added to the “Process” menu.  Now, all processed documents will get sorted into these two directories, and you can search for them …

[Update Notice] New Process Sorting Menu, Advanced Search in File Attachments, and Automatic Signature Image Re-sizing. Read More »

Share Only the Files That Are Approved in Collavate with Outside Users

Previously, in order for the Google Apps Administrator to restrict file sharing outside the domain, the restriction applied across the domain.  Unfortunately, this also restricted collaboration with persons outside of the domain.   This changed with the March release of Google’s new features for Google Drive for Work.  One of those new features, “Sharing Setting …

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Domain Shared Template, my favorite approval members and mobile approval.

Now you can save your favorite process line and create domain shared templates in Default UI. Previously, these features existed only in Classic UI. Through this release, you are able to put together 4 different documents into one template and designate often-used process line in Default UI. 1. Personal Template After creating document(s) and/or adding …

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