This document is a user guide for the Collavate Google Docs/Sheets extension. If you have not yet installed the extension, please complete the installation first: Install Collavate extension for Google Docs/Sheets
Using the Collavate extension, you can submit approval requests for your documents without leaving the Google interface.
Submit a new approval request
Open the Google Doc or Google Sheet you want to submit for approval.
Go to Extentions tab, then click Collavate → Start.
Set the details for the approval request.
Deadline (Optional): Specify the due date for the approval request and define how it should be handled if the deadline is exceeded.
Approval line (*Required): Specify the users who will review the approval request. Users included in the same approval step can review the document simultaneously, while users in the next step can only begin their review after all users in the previous step have either approved or rejected.
Cooperation (Optional): Enter the group email addresses of those who should additionally review the document after the approval request has been approved.
CC (Optional): Enter the users who should receive the approval completion notification once the request has been approved.
Comment (Optional): Enter the users who should receive the approval completion notification once the request has been approved.
(Optional) Specify additional options and tags.
Add to favorites: Save the currently designated approval line as a favorite.
Maintain initial access: Retain edit permissions for both the reviewers and the submitter (myself) even after the approval is completed.
Make a copy of document to process: Keep the original document unchanged and submit a copied version for approval.
Move this document to "Collavate" folder: Move approval documents into a folder named "Collavate".
Click Start Process.
Once the submission is completed, the designated reviewers will receive the review request via email.
Check the progress of submitted approval requests
If an approval process is already in progress for the selected document, Collavate will automatically retrieve the information when launched.
Open the Google Doc or Google Sheet you want to submit for approval.
Go to Extentions tab, then click Collavate → Start.
View current approval details.
