The Document Manager set for your organization receives ownership of all documents that are processed as a workflow. All processed documents are saved in the document manager's COLLAVATE folder in Google Drive to protect assets.
How to set the Document Manager
① Click the [Admin] menu located on the left
② Select the [Domain Settings] submenu
③ Enter in an email address in the Document Manager field
④ Scroll and click [Save Settings] at the bottom of the page
How to change Document Manager accounts
If your Collavate already has an existing document manager and you would like to change the existing account to a new one, enter in the new account's email address on the Document Manager field and press [Save Changes].
All processed documents after the Document Manager change will be under the new account's ownership.
To transfer previous processed workflow documents to the new Document Manager's account, please send an email to firstname.lastname@example.org. A guide is required to move all the documents from previous Document Manager’s COLLAVATE folder to the new manager’s folder.