workflow template

Collavate 5.0 New User Role: Template Manager

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“Template Managers,” a new user role, can manage the company’s document templates even if they are not a Collavate administrator. You can check the added user rights in the Admin> User Management menu. Previously, only Collavate administrators were able to edit, delete, or create Templates for your organization.  Now, with the user designation of “Template […]

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Collavate Update Ver. 4.4.1 – Lock Approvers in a Template

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Collavate supports a variety of approval workflow methods such as parallel and sequential approval. Moreover, you can also utilize the template feature to approve the form of the document. This allows the Collavate Admin to create company’s designated template, and then save the template with a predefined flow of approvers. Until now, the document submitter

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