Find out how you can leverage FYI Collaborate to effortlessly share documents securely with your clients.
In this 45-minute webinar, we’ll guide you through configuring your Collaborate app and how you can make it your own for a highly tailored and seamless client experience.
Topics include:
- The benefits of NEW Collaborate - sharing documents with clients effortlessly and providing a great experience all whilst being compliant and secure when sharing information.
- Configuring & Customising NEW Collaborate - how to convert from Legacy to NEW Collaborate, or if you’re new to Collaborate, how to configure the feature to your requirements.
- Microsoft SharePoint with special guest: Practice Protect - our special guest from Practice Protect will talk you through how to configure your Microsoft Admin settings so you can Collaborate effortlessly.
Click below to play a full recording of the webinar (45 minutes):
Useful Links & Resources
For more information regarding the features that were demonstrated and discussed in this webinar refer to:
- Quick Guide for Using Collaborate
- Before Upgrading to New Collaborate from Legacy Collaborate using OneDrive
- Guide to Configuring New Collaborate
- Set up and Create a New Collaborate Site (Upgrade from Legacy Collaborate)
- Set up and Create a New Collaborate Site (New Sites only)
- After Upgrading to New Collaborate from Legacy Collaborate using OneDrive
- Sharing Documents with Clients and External Users
- Troubleshooting New Collaborate using Status Check
For more visit the Learning Resources and New Collaborate sections in Help.