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  1. Collavate Customer Portal
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  3. Templates / Tags

Templates / Tags

Personal templates can be set by any user for their own personal deployment, while Shared Templates can be set by an admin for all users in the organization to have access to use. Personal and shared tags can be used for file organization by filtering of categorized documents and files.

  • Setting up Personal and Shared Templates
  • Managing Personal and Shared Domain Tags
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