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Collavate

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# What does Collavate do? What does Collavate do? ##### Post Metadata
- Posted at: almost 3 years ago - Author title: Pinned by G2 as a common question
# Is Collavate free? Is Collavate free? ##### Post Metadata
- Posted at: about 3 years ago - Author title: Pinned by G2 as a common question
# What is Collavate Google Drive? What is Collavate Google Drive? ##### Post Metadata
- Posted at: over 3 years ago - Author title: Pinned by G2 as a common question
# What is Collavate? What is Collavate? ##### Post Metadata
- Posted at: over 3 years ago - Author title: Pinned by G2 as a common question
# CAN EXTERNAL USERS APPROVE DOCUMENT REVIEW WITHOUT PURCHASING A LICENSE? 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. ##### Post Metadata
- Posted at: about 4 years ago
- Net upvotes: 1
# WHERE IS MY WORK STORED ON COLLAVATE? Everything you work on in Collavate is saved in your Google Drive, and you can rest assured that no information is left on Collavate except for the following information which is used for displaying the organization chart. – Unique ID, email address, user’s organization, last name, first name, Google account activation status ##### Post Metadata
- Posted at: about 4 years ago
- Net upvotes: 1
# HOW DO I START WORKFLOW? 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 selecting the document to be sent, designate an approval line on the right side of the electronic approval pop-up and submit for approval. Check out the video guide! Collavate Guide YouTube (https://youtu.be/cxLtqASIK20?list=PLQ8k00At0o8pxh0SJcHylk6UNqqwJcsfk) 2. If you are using Google Docs/Sheets add-on - Go to Add-ons > Collavate > Start (or, Extensions > Collavate > Start) - Upon the workflow sidebar is loaded, Enter email ID under numbers and add approvers in sequential and/or parallel lines. - Choose document permission (edit or comment only) for approvers - You can choose document category, setup a deadline and enable options such as Maintain initial access of you and your approvers. 3. If you are using Google Drive Add-on - Choose a file and click Collavate for Google Drive icon on the right sidebar. - Upon the workflow sidebar is loaded, Enter email ID under numbers and add approvers in sequential and/or parallel lines. - Choose document permission (edit or comment only) for approvers - You can choose document category, setup a deadline and enable options such as Maintain initial access of you and your approvers. ##### Post Metadata
- Posted at: about 4 years ago
- Net upvotes: 1

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Harry J.
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Harry J.

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