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You can share one or more documents with external users using email, Collaborate, or myprosperity. When using Collaborate or myprosperity, Share No Email lets you share documents without sending an email notification.
Sharing documents using email
Documents can be shared by adding them as attachments to an email, either in their original format or converted to PDF files.
Up to 10 documents can be shared at one time.
Sharing documents using Secure Link
Secure Link allows practices to securely share sensitive documents and Forms with recipients by email.
Before accessing shared content, recipients verify the email address the content was shared with and enter a verification code sent by SMS or email.
FYI Admins can configure how long shared links remain available and the default email template used when sharing. The Country of Origin setting determines the default country FYI uses when a recipient's mobile number doesn't include a country code.
Secure Link activity is tracked in FYI, including when verification codes are generated, shared content is accessed, and links expire. Secure Link can also be used in custom processes to automate the sharing of documents and Forms.
Sharing documents using Collaborate
Documents shared using Collaborate are uploaded to the practice's Client Collaborate site in SharePoint. For clients with a Client Secured Collaborate site, documents will be stored on the client-specific site.
Shared documents are uploaded to the Client Folder. Recipients without access to the Client Folder can access only the documents shared directly with them, while recipients with access to the Client Folder can access all documents stored in the folder.
The Share No Email function also allows practices to upload one or more documents to the Collaborate site without sending an email. This is useful when the practice wants to upload the documents first and notify recipients later.
Sharing documents using myprosperity
Documents can be shared using myprosperity if FYI has been integrated with myprosperity. When sharing documents through myprosperity, you can notify the client by email or use Share No Email to share the documents without sending an email.