Guide to Configuring New Collaborate

New Collaborate uses the power of SharePoint Communication sites to offer a customisable client portal, where you can co-edit and share documents and folders with your clients.

Follow the steps below to configure New Collaborate for your practice.

Setting up New Collaborate

Step 1 - Before Upgrading to New Collaborate

Before upgrading, you should finish any documents currently in Co-Edit.

Refer to Before Upgrading to New Collaborate from Legacy Collaborate using OneDrive.

Step 2 - Link your OneDrive Admin Account for New Collaborate

Creating and managing your Collaborate site requires a OneDrive Admin account to be configured so that FYI can create and manage your Collaborate site within Microsoft SharePoint.

Refer to Link your OneDrive Admin Account for New Collaborate

Step 3 - Set up Microsoft 365 for New Collaborate

Microsoft 365 provides authentication and management of guests accessing your New Collaborate site. New Collaborate may not function as intended without these settings being configured correctly.

Refer to Setting up Microsoft 365 for New Collaborate.

Step 4 - Setting up Collaborate Email Templates

Create an email invitation used to invite your clients to join Collaborate, so they can co-edit and share documents with your practice.

Refer to Setting up Collaborate Email Templates.

Step 5 - Create a Collaborate Site

Use FYI to automatically create and configure your New Collaborate site on SharePoint, where documents will be stored when shared with clients.

Note: Ensure you have logged in using the OneDrive Admin account, linked in step 2, before creating a New Collaborate site.

• For practices using Collaborate for the first time refer to Set up New Collaborate (New Sites only)
• For practices upgrading from Legacy Collaborate refer to Set up and Create a New Collaborate Site (Upgrade from Legacy Collaborate)

Step 6 - Resume Co-Edit and Re-Share Documents

Once you have upgraded to New Collaborate, we recommend re-sharing documents with clients.

Refer to After Upgrading to New Collaborate from Legacy Collaborate using OneDrive

Step 7 - Train your Team

Train your team on using New Collaborate with our FYI Learn Course: Collaborating with Clients.