A Collavate template is where you can store the default approver or contents of a frequently used document. Template enables faster document creation and approval process.
Template types
There are three main types of Collaborate templates:
Private Templates: Templates that every user can create and use for personal use.
Domain Shared Templates: Templates created by Collavate administrators which are used for public uses in your domain.
Sample Templates: Sample templates that Collavate provides.
Note: On Google Drive, private templates are saved in the Collavate User Template folder. domain shared templates are saved in the Collavate Template folder. |
Use My Templates/Domain Shared Templates
You can simply make a process document for approval by simply clicking on created My templates or Domain Shared Templates.
Click
Template.
Click private templates or domain shared templates.
Click template to use.
On the template menu, click Use Template.
After editing the contents or reviewer(s), click Start Process or Save as Draft.
Note:
Original template document will not be changed if someone uses the template.
You can edit or delete templates by checking on the boxes next to each template.
Administrators can only create, copy and delete Domain Shared Template.
Use Sample Template
1. Click Template.
2. Click Sample templates.
3. Click template to use.
4. On the template menu, click Make a Copy.
5. Save a copy to Private Templates or Domain Shared Templates.
Note: Saving to Domain Shared Templates is only available with an Collavate administrator.