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  1. Collavate Customer Portal
  2. Collavate menu Navigation

Collavate menu Navigation

Home

  • How To Save a Draft
  • Hiding/Showing the File & Process Activities from the Home Feed
  • File Feed
  • Using your Digital Signature with Collavate
  • Process Widget
  • How to use Google Translate feature
See all 12 articles

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
See all 11 articles

Process

  • How to use the Process Menu
  • Adding Multiple Files through Process Popup
  • 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

  • Advanced Search: My Drive
  • Automatically upload scanned files and email attachments to Google Drive
  • File Display

DLP

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

Admin

  • Change document manager and transfer centralized document ownership to new document manager
  • Process Visibility
  • How to edit communication email templates
  • Setting the Document Manager
  • Document Category Sorting
  • Custom View Label Management
See all 24 articles
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