Announcing the End of Support for Legacy Collaborate


In 2023, FYI introduced New Collaborate, a major update to sharing documents with clients using Microsoft. With this release, practices were offered a new and secure way to share documents using a dedicated portal built on Microsoft SharePoint, compared to OneDrive on the former version (referred to as "Legacy Collaborate").

With the release of New Collaborate, we are now announcing the End-of-Support for Legacy Collaborate as of the 31 May 2024

New Collaborate offers better functionality and an overall better client experience while keeping the same familiar experience for the practice users.

Features of New Collaborate:

  • Customisable Client Portal on SharePoint.
  • Secure Access using Microsoft 365 Authentication with the ability to implement Multi-factor Authentication
  • Efficient adding and removing of users, and sharing documents from within FYI
  • Status Screen in FYI for easily identifying and resolving issues

For more information, and to see a feature walkthrough, refer to New Collaborate Overview

What does this mean for FYI users?

Practices will be able to continue to use Legacy Collaborate after the 31st of May. 

Although the feature will not be removed, Legacy Collaborate will no longer be supported and the following restrictions will be in place:

  • FYI will not develop any new features or resolve any further issues with Legacy Collaborate.
  • Assistance from our support team will be limited to known issues, and existing help articles will remain available on our Help Centre.

Practices are encouraged to upgrade to New Collaborate at their earliest convenience, which can be performed at any time. 

Refer to Comparison between Legacy Collaborate and New Collaborate

What do I have to do?

Practices should upgrade to New Collaborate at their earliest convenience. To assist practices in upgrading, we recommend reviewing Guide to Configuring New Collaborate

If you have any queries, please contact the FYI Support Team.

Frequently Asked Questions

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