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As you add clients to the Share Settings in FYI, or share documents, New Collaborate will create folders and files on your SharePoint site.
The name of the folders and where these files are stored will depend on your Collaborate - Client app settings, or if the file is in Co-Edit with Client. This structure will be applied to the default Client Collaborate site as well as any Client Secured Collaborate sites created for specific clients.
To change the folder structure or to add additional folders, you will need to create new Cabinets and update the Collaborate Folder structure settings. Refer to Configuring the FYI New Collaborate App.
Collaborate Folder Structure on SharePoint
| Folder | Setup Details |
| Document Library | This is the default location where SharePoint will create all underlying client folders. If using multiple Document Libraries, you can select which one should be used within the Collaborate settings in FYI. Refer to Configuring the FYI New Collaborate App. |
| Client Folder |
As documents are shared with clients, a folder within the Document Library will be created for each client, referred to as the "Client Folder". This folder contains all files and folders relevant to that client, including the "Upload" folder (see below). The structure of the folders within the Client Folder can be configured in the Collaborate - Client App settings in FYI. Folders are unique to each client, with the name of the folder using the format of Client Name - FYI Client ID. Spaces at the start and end of the client name will be automatically removed from the folder name. The FYI Client ID is displayed on the Client - Summary tab. The Folder Name for each client is displayed on the Client - Collaborate tab by clicking on the Sharing Settings button. Important: Do not rename the Client Folder on the SharePoint site. |
| Upload Folder |
An Upload folder will be created in each Client Folder. This allows the client to add files that are automatically uploaded into FYI. An optional "Processed" folder will be created in the Upload Folder if the New Collaborate app setting "Retain Uploads" is enabled. After client files have been uploaded to FYI, they will be moved to the "Processed" folder on SharePoint. |
Files in Co-Edit with Client
When co-editing a document with a client, the file will be added to the Client Folder.
Once the file has finished Co-Edit with Client, the file will be removed from the Client folder.