Collaborate with your Clients (March 2024)

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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:

For more visit the Learning Resources and New Collaborate sections in Help.

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