Features
What happens with New Collaborate if the client changes their email?
Issue
I have shared Documents and the Share Folder with a client, who has just changed their email address. Will they still be able to access their documents?
Solution
When you have shared the Share Folder, and the client changes their email address, the email address in sharing settings will not be updated automatically.
You will need to remove the existing email address and re-invite the client by adding the new email address in Sharing Settings. Refer to Sharing the Share Folder and Upload Folder with Clients .
Note: If the client is updating their address permanently, you will need to update their email address in your Practice Management software.
Was this article helpful?
Yes
No
0 out of 1 found this helpful
Return to top
/hc/en-us/categories/360001063892-Getting-Started
/hc/theming_assets/01JDG7MXB4R4BTMJ4PTBT9VF1R
Getting Started
Start a free trial, navigate FYI, and learn the essentials.
custom
/hc/en-us/categories/360002374291
/hc/theming_assets/01JD8GA8772PWQBHQ27Y4N9P85
Learning Resources
Access our library of video tutorials, webinars and masterclasses.
custom
/hc/en-us/categories/360003063191
/hc/theming_assets/01JDG817Z1T9ZAH54VBQ0YFQ1P
Onboarding
Configure FYI, migrate documents and onboard your team.
custom
/hc/en-us/categories/360000958432
/hc/theming_assets/01JDG7ZW55FD08Z5YYRRDKTKHA
Platform Admin
Configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
/hc/theming_assets/01JDG83SNZXPNEQKNZFZT49MPG
Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, New Collaborate, Elite, In Tray, FYI Desktop