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  1. Collavate Customer Portal
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  3. Template

Template

The Template menu enables users to save set documents and desired reviewers to have fast-access to for future reviews and approvals.

  • 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
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