Legacy Collaborate has now been superseded by New Collaborate.
While users will still be able to select the Default Email Template and share links with clients, all other configuration settings have been disabled.
To upgrade to New Collaborate, refer to Upgrading to New Collaborate.
Collaborate allows you to co-edit and share documents and folders with your clients. Follow the steps below to configure Collaborate for your practice:
Link your Practice's OneDrive Admin Account
- Select your practice's OneDrive Admin Account and assign a Microsoft Group.
Refer to Link your Practice's OneDrive Admin Account.
Create the collaborate invitation template and assign permissions to your team
Set up Collaborate to co-edit and share documents and folders with your clients.
Refer to Setting up the Shared Folders Email Template and Assigning Share Settings Access.
Configure your Collaborate settings to co-edit Documents with clients
Configure your practice’s Collaborate settings and filing structure to enable you to co-edit and share documents and folders with your clients.
Refer to Configuring your Collaborate Settings to Co-Edit and Share Documents with Clients.
Click here for the guide for FYI Admins to set up Collaborate for your practice.