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.
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,... Leer más
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... Leer más
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