Collavate menu Navigation

Home

• File Feed
• Using your Digital Signature with Collavate
• Process Widget
• How to use Google Translate feature
• How to Add Members (tag a person) and Deadline to Post
• How to Upload Background Wallpaper / Remove Wallpaper

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My Groups

• Group Google Drive Folder
• Post to your group with Collavate Group Email
• How to create a Group
• How to upload a Banner Photo for your Group
• Manage Members and Admin of the Group
• How to delegate Admin Privileges in a group

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Process

• Adding Multiple Files through Process Popup
• Version History Download & Discussion
• Collavate Workflow Activities
• How to Edit In-Process Workflow
• How to Reprocess Workflow
• How to start a workflow process

Template

• Connecting Expense Report To Ledger
• Connecting Vacation Request To Ledger
• Connecting a Workflow Document to a Report sheet
• Collavate Public Templates
• Creating Personal Templates
• How to use Templates

My Drive

• Automatically upload scanned files and email attachments to Google Drive
• Setting Security Level for Documents
• Search Documents by Security Level
• File Display

Reports

• Google Drive Activity Report
• Google Drive Trend
• Audit Keywords Report

Admin

• How to edit communication email templates
• Setting the Document Manager
• Setting Security Level for Users
• Document Category Sorting
• Activate Document Security Level
• Custom View Label Management

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