The Collaborate tab in the Client workspace displays all documents that have been shared with the client using Collaborate either when:
- Using the Share function and selecting Send via Collaborate
- Using the Share No Email function and selecting Send via Collaborate
- Attaching files to an email and selecting Send via Collaborate
Note: Any documents sent via email are not included.
Note: Documents sent for signing with DocuSign, Adobe Sign, Annature or FuseSign (using the Signature button) are not included in the Client - Collaborate tab.
Refer to Sharing Documents via Collaborate and Creating an Email by Selecting Attachments in FYI and the section Collaborate.
From the Client - Collaborate tab you can add clients to the Share Settings so they can access the entire Share and Upload Folders. Refer to Sharing the Share Folder and Upload Folder with Clients.
The Collaborate tab also shows any documents that are in Co-edit with Client. This gives the client edit access to the document and also allows team members to work on the document at the same time. Documents that are in Co-edit with the client show the Co-edit with Client icon in the lists. Refer to Overview - Co-edit with Client and Co-editing an External Document.
The Client - Collaborate tab displays as follows.
Sharing Settings
Click the Sharing Settings to open the Sharing Settings window.
Users Tab
On this tab, users will be able to:
- View a list of contacts the Client Folder has been shared with, and add additional users if required. Refer to Sharing the Share Folder and Upload Folder with Clients.
- Click the link in the top right-hand corner to open the Client Folder on the New Collaborate SharePoint site.
- View the Status Check for individual users to identify any issues. Refer to Troubleshooting New Collaborate using Status Check.
- Copy the Link to the Client and Upload folders on the New Collaborate SharePoint site.
- Prompt an import from the Client Uploads link.
- Delete Sharing to remove all users and documents from the New Collaborate SharePoint site.
Settings Tab
When documents are shared with clients, a folder within the Document Library will be created for each client. This is what we refer to as the "Share Folder".
The name of the folder is created using the Client Name, followed by the FYI Client ID e.g. "Marshall, Frank-467456". The Client ID must not be modified or removed from the folder on the New Collaborate site.
The Folder Name is displayed on the Collaborate - Sharing Settings - Settings tab.
The FYI Client ID is displayed on the Client - Summary tab. Refer to Client Summary.
If the client is renamed, FYI will detect a mismatch between the client's name and the client folder on the New Collaborate site. The Sharing Settings button will turn red, and the Settings tab will display a Fix it button. To update a client's Share Folder on Collaborate, and ensure all links are updated, refer to Renaming a Client with New Collaborate Shared Folder and Files.