How to backup Approval Workflow files

The Document Manager's account can back up all of your company's approval workflow files and attachments.

A. Backup files via Google Takeout

① Document Manager signs into their google account

② Click [My Account], which can be found in upper right corner in Google Apps tile icon or when clicking your profile picture

e.g.

③ In your Account Settings under Personal info & privacy, select the link 'Control your content'

④ Click [Create Archive] to go to the next page

⑤ Only switch on Google Drive data to include

⑥ Scroll down and click [Next]

⑦ On Customize archive format area, choose compressed file type such as ZIP file format, choose maximum size of file and choose delivery method

(e.g. choose 'send download link via email' to get the download link via email)

⑧ Click [Create archive]

⑨ Next, the screen seen below will appear, and you will also receive email notification when the backup data is ready to be downloaded

B. Backing up PDF files with approve histories and e-signatures

If you want to back up the PDF file containing approval workflow details and document contents, you can download it through 'PDF with Cover Letter' feature.

If you want to back up all your users' PDF files, you can request through Collavate Support or your sales representative. However, this download service is provided only for paid customers. Also, depending on the number of documents or contract conditions, an additional service fee may be applied.