How to use Templates

To access Templates, click the Template menu to the left of your Collavate Menu.

"My Templates" are templates that any user can create and personally use. "Shared Templates" are company-wide shared templates set by an Admin. Only Admins can create, edit, and delete Shared Templates.

If you click a created Personal or Shared Template, the following screen is shown.

1) Click the [Use Template] button to process the document without altering the original template.

* Functions such as [Edit Template] and [Delete Template] can be used from this screen. 

2) Use Template will open the template and you may begin making changes to the document, add/edit reviewers accordingly and submit your workflow to reviewers.