Skip to main content
Collavate Customer Portal Help Center home page
Community Submit a request
Sign in
  1. Collavate Customer Portal
  2. Workflow Stages

Workflow Stages

Share

  • Share Files and Workflow Histories

Export as CSV file

  • Export Workflow History to CSV File

Initiate Workflow

  • How to Reset / Cancel Workflow
  • Creating a new document for Approval Process
  • Select Existing Document for Workflow
  • Start Workflow using Templates
  • Start Workflow with Google Doc Add-on

Adding Reviewers

  • Group CC approval/reject function (English)
  • How to use CC and Group CC
  • Manually enter reviewers by email or name
  • "Favorites"
  • Setting Reviewer Privileges

Deadline

  • Send Reminder
  • Set same deadline for all workflow reviewers
  • Set Individual Reviewer Deadlines
  • Set Deadline Reminders

Approve / Reject as a Reviewer

  • How to Approve Process via Email
  • How to Approve/Reject document

Export to PDF

  • PDF file conversion restrictions
  • PDF Format
  • PDF with Cover Letter
Collavate Customer Portal
日本語 한국어