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

Note: This step is only required if are upgrading from Legacy Collaborate to New Collaborate.

Step 2 - Link your OneDrive Admin Account for New Collaborate

Note: This step is only required if you don't have a OneDrive Admin User already configured.

Step 3 - Set up Azure AD B2B for New Collaborate

Step 4 - Setting up Collaborate Email Templates

Step 5 - Create a Collaborate Site

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

Note: This step is only required if your practice has upgraded from Legacy Collaborate

Step 7 - Train your Team

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