When you upgrade to New Collaborate, you'll be able to start taking advantage of the new and improved features. We've compared the features of Collaborate with New Collaborate below so you can prepare for the transition.
Configuration
| Feature | Collaborate | New Collaborate |
| Customisable Site (referred to as Collaborate Site or Client Portal) | N/A | New Collaborate uses SharePoint to share news and information and documents shared from FYI. The site can be customised to reflect the Practice branding. |
| Easy setup |
N/A |
New sites can be created manually, or using an easy-to-use wizard in FYI. The SharePoint site is created with a standard template to help you get started. |
| Status screen to review Collaborate configuration |
No |
Yes - quickly identify any potential configuration issues affecting the ability to use New Collaborate. |
Client and Staff Access
| Feature | Collaborate | New Collaborate |
| Secure Access |
Required use of a Secure Code to access documents. |
Uses Microsoft 365 Authentication, or Google/Facebook at the practice's discretion, with the ability to implement Multi-factor Authentication. |
| Update Permissions to access Folders or Documents |
Manually configured within OneDrive |
Managed from within FYI |
| Access to the Share Folder or Documents |
Documents are uploaded to OneDrive. The client accesses the document or folder via a secure link requiring a verification code. |
Documents are uploaded to SharePoint. The client can access the file or folder using a direct link to the SharePoint Client Portal (after securely logging into the SharePoint Collaborate site). |
| Auto share folder with client |
No |
If sharing a document with an email address that matches the client's email address in FYI, the client is automatically updated to access all files in the client folder. The client will be added to the Sharing Settings window in the Collaborate tab. |
| Remove access to Share Folder for individual clients |
Managed from OneDrive |
Available within FYI |
| Remove access to Document for individual clients |
Managed from OneDrive |
Available within FYI |
| Client Security to restrict staff from viewing specific client folders |
Manually managed in OneDrive by the OneDrive Admin |
No (Coming Soon) |
Sharing Documents and Folders
| Feature | Collaborate | New Collaborate |
| One link to access all files and folders |
No - users without Share Folder access must refer to the Email each time to use the link to access documents. |
Yes - using the link for the Collaborate Site the client can use a single link to access all Files and Folders they have been added to. |
| Send attachments via Collaborate |
Files are uploaded to OneDrive, and the client is sent a link to view the file. |
Files are uploaded to SharePoint, and the client is sent a link to view the file. |
| Share No Email - Share Documents without notifying the client via email |
Yes |
Yes |
| View list of files shared via Collaborate in FYI |
Yes - Collaborate tab |
Yes - Collaborate tab |
| Upload folder automatically imports files into FYI |
Yes |
Yes |
| Sharing settings to view a list of who files or the Share Folder has been sent to |
Yes |
Yes |
| Support for changes to the client's name |
A new folder was created and documents required to be manually moved to the new folder |
Warning in FYI on the client Settings tab. Clicking the "Fix Me" button will rename the folder on SharePoint automatically and retain the client permissions. |
| Support for multiple clients with the same name |
Not supported. |
Yes - folders are created with the Client Name and Client ID for unique folders for each client. |
Co-Edit
| Feature | Collaborate | New Collaborate |
| Client Co-Edit |
Files are hosted on OneDrive under the OneDrive Admin Account |
Files are hosted on the New Collaborate Site on SharePoint |
| Team Co-Edit |
Files are hosted on OneDrive under the OneDrive Admin Account |
Files are hosted on OneDrive under the OneDrive Admin Account, not the New Collaborate SharePoint site |
Email Templates
| Feature | Collaborate | New Collaborate |
| Merge Fields |
Merge fields available for Attachment Links, Share Folder, and Upload Folder. |
New Merge Fields are available, although the Templates are backwards compatible with historical Merge Fields. Practices are encouraged to update their Email Templates. Refer to Setting up Collaborate Email Templates |