When the Share Folder has been shared, what do I do if the client changes their email?
Legacy Collaborate has now been superseded by New Collaborate.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
When you have shared the Share Folder and the client changes their email, the email address in Sharing settings will not be updated automatically. You need to remove the existing email address and re-invite the client by adding the new email address in Sharing Settings.
To remove access for certain users, this needs to be done directly in your OneDrive. Refer to
Removing Access for a Specific User in . Removing Access to the Share Folder and Upload Folder
Was this article helpful?
0 out of 0 found this helpful
Return to top
Start a free trial, navigate FYI, learn the essentials.
Access our library of video tutorials, training webinars and masterclasses.
Configure FYI, migrate your documents and onboard your team.
Setup and configure users, practice settings, manage your FYI plan and more.
Ready-to-go automations for a range of processes used in practices.
automation, merge fields, new collaborate, tasks, my imports