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Support has now ended for Legacy Collaborate.
To upgrade to New Collaborate, refer to Upgrading to New Collaborate.
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. This will ensure your clients have the details required to access the New Collaborate SharePoint site, their client folder, and any relevant attachment links. Refer to Setting up Collaborate Email Templates.
- Re-share your documents with clients to upload the files to New Collaborate. A custom Automation Process Step, Share No Email, can be used to re-share documents in bulk. Refer to Sharing Documents with Clients and External Users and Process Step Details - Share No Email.
- Resume co-edit documents with clients. Documents will be uploaded to the client folder on the New Collaborate site, ready for editing. Refer to Co-Editing a Document with a Client.