Plan: Not Available: Intermediate Available: Pro or Elite
Users: Available: All users
Practice Management Source: Available: All sources
Plan: Not Available: Intermediate Available: Pro or Elite
Users: Available: All users
Practice Management Source: Available: All sources
Issue
When using Share No Email to upload documents to New Collaborate without emailing the client, the following error is displayed:
- Failed to set up Collaborate.
Cause
This error can be caused by:
- The email address for the client, displayed on the Client - Summary tab, matches the email address of a user in the practice.
- If running an automation, Microsoft may have too many processes running.
Solution
To resolve the issue, you will need to do one of the following:
- Click Retry on the Automation Process to resume the automation from where the error occurred.
- Enter a different email address for the client.
- Ask your IT Administrator to unlink the recovery email from the user's Microsoft 365 account.