Plan: Not Available: Intermediate Available: Pro or Elite
Users: Available: All users
Practice Management Source: Available: All sources
Support has now ended for Legacy Collaborate.
To upgrade to New Collaborate, refer to Upgrading to New Collaborate.
Clients can securely access shared documents using either their Microsoft 365 account or a one-time verification code, depending on their email configuration.
This article describes the process clients use to access shared documents on Legacy Collaborate.
Accessing Shared Documents
The shared document link is specific to the recipient’s email address. Recipients must use the same email address the document was shared to when accessing the document.
Client Receives the Email
The client receives an email which includes a secure link to each of the documents that were sent.
Note: Only the recipients of the email can access shared documents.
Log In
The log in experience will vary depending on whether the user is a Microsoft 365 Business user or not.
- Microsoft 365 Business users will be able to log into their account and access documents immediately.
- Non-Microsoft 365 Business users will need to enter their email address, and will be sent a verification code used to access the documents.
Note: Do not advise your clients to bookmark any links in their browser to the documents. They must always access the documents using the links. If needed, they can pin or star the emails so they are easier to find in the future.
From the opened email, the recipient clicks on the link to the document.
- If the recipient is already logged into their account in an open browser, the document is displayed.
- If they are not already logged in to their Microsoft account, they will be prompted to log in.
- From the opened email, the recipient clicks on the link to the document.
- A message may display prompting the client to verify or enter the email address to send the verification code to.
- If prompted to send a code, when the user clicks Send Code, the verification code is emailed to the user's email address.
- The user enters the verification code that has been sent for the specific document and clicks Verify. The document is displayed
Note: Selecting the Keep me signed in option will bypass the verification code step to access documents in the future.