Discussions Workflow

If you use the Collavate Business/Team plan, you can request document approval from an external domain user, and the recipient can receive the approval document via e-mail and view and approve/reject the document without logging in or purchasing an additional license.

1. If you are using Collavate web app: Click the [Process] menu on the left side of the Collavate main screen. After clicking the [Start Process] button at the top right, you can upload a file from your computer or Google Drive, or you can create an approval workflow using a template. After... Lire la suite