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 Azure AD B2B for New Collaborate
Azure Active Directory (Azure AD) B2B Collaboration provides authentication and management of guests accessing your New Collaborate site.
Refer to Setting up and Enabling Azure AD B2B 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.
- 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.