Features

Summary of New Collaborate Folder Structure

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As you invite clients to the Share Folder 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. 

Other than the OneDrive Admin, staff will have read access to these folders. Documents can be added by Sharing Documents in FYI. Refer to Sharing Documents with Clients and External Users

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.

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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.
Share Folder

As documents are shared with clients, a folder within the Document Library will be created for each client, referred to as the "Share 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 Share 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 Share Folder on the SharePoint site.

Upload Folder

An Upload folder will be created in the Share Folder for every client with access to New Collaborate. This will allow 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 Share Folder.

Once the file has finished Co-Edit with Client, the file will be removed from the Share folder.

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