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.
- 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
Note: This step is only required if you don't have a OneDrive Admin User already configured.
- 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
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Microsoft 365 provides authentication and management of guests accessing your New Collaborate site.
Refer to Setting up a Microsoft 365 for New Collaborate.
Step 4 - Setting up Collaborate Email Templates
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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.
- 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
Note: This step is only required if your practice has upgraded from Legacy Collaborate
- 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.