By using Collavate’s template feature, you can request approvals quickly and securely in a consistent format.
For example, team members who regularly submit daily or weekly reports to their supervisors—such as team leaders or department heads—can use a template to streamline the process. Collavate enables systematic and comprehensive reporting, allowing users to save frequently used approver information or approval settings within a template. This reduces repetitive work and improves overall efficiency.
In fields where precision and compliance are critical, templates become an essential tool. Consider a large hospital network: department heads may need to submit recurring reports on patient care activities. By using a pre-configured Collavate template, they can simply edit the content and send the approval request without reassigning reviewers each time. Medical directors and administrators can then review the submitted reports thoroughly, with all documents securely stored in the admin’s Google Drive environment.
Request approval after creating an activities report
Method 1. Create a new document on Collavate and submit
You can create new documents directly from Collavate and submit them for approval.
Click on
Drive Manager
Click on the +New button at the top.
Select the document type you want to create.
Note: If you select the “Open in Google Drive” option, the document will be opened in Google Drive instead of Collavate. If you don’t want this, deselect the option.Create your document.
Enter the approval information.
Click Submit.
Method 2. Submit a pre-existing document
If a document that has already been completed is saved on the author’s computer or in Google Drive, the created file can be imported, edited in Collavate and submitted for approval.
Navigate to the Process menu.
Click on Start Process and then choose from Upload or From Google Drive.
Import the document you have created.
Edit the document.
Enter the approval process information.
Click Submit.
Method 3. Use a template and submit a document
If your company has a common template or you have your own frequently used template, you can start by creating a new document from that template.
Note: If you have a personal form or a common form used within your organization, you can register it as a template for quick access. You can also save frequently submitted submission information or approval process options along with the document’s content. For more details, please refer to the following: |
Go to the Template menu.
Select the template you want to use from either Private Templates or Domain Shared Templates.
Click the Use Template button in the top right corner.
Once the document is ready, add contents or modify the approval line information.
Click the Submit button to submit the document.