Note: This article is only relevant to users upgrading from Legacy Collaborate using OneDrive.
For practices new to using Collaborate, click here to view New Collaborate Setup Instructions.
Once you have upgraded to New Collaborate, we recommend completing the following steps to resume sharing documents with your clients.
Note: This step is only required if you don't have a OneDrive Admin User already configured.
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Update your Email Template to include the new Collaborate Site Links. Refer to Setting up Collaborate Email Templates.
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Re-share your documents with clients to upload the files to New Collaborate. Refer to Sharing Documents with Clients and External Users.
- Resume co-edit documents with clients. Refer to Co-Editing a Document with a Client.