Manage your Shared Templates
Collavate administrators can manage shared templates using following features:
Change Category: You can change the template category. Check on the box next to the template title and click Change Category. To create document category, go to
Admin → Docs Category → Create.
Make a copy: You can copy a domain shared template to Priviate templates. All of the template contents and approval list will also be copied.
Edit: Edit reviewer and the contents of selected template.
Delete: Delete selected template
New Template: Create new domain shared template.
Note: Only Collavate administrators can create, edit or delete Domain Shared Templates.
Add reviewer to your Shared Templates
Collavate administrators can add the basic reviewer or CC of a template.
Click
Template.
Click → Domain Shared Templates → New Template.
Add reviewer(s) that template users will basically use.
Check options below:
Add to Favorites: Add to Favorites option allows you to save the listed reviewer as your favorite process line. Later on, you can quickly add reviewer(s) by selecting Favorites.
Maintain initial access privileges of reviewers and myself: You can edit the process after submitting.
Lock Approvers for this Template: Users will no longer be able to change approver.
You can automatically record template sheet responses by connecting a process document to a report sheet. For more information, please refer to: Connect Template to a Ledger.