Configuring your New Collaborate Settings

After you have created and configured your New Collaborate site, you can revisit and update your New Collaborate settings at any time.

1. In FYI, click the Automation menu option.
   
   
2. Go to the Apps tab.
   
   
3. Locate the Collaborate tile and click the cog icon.
   
4. The Collaborate settings will be displayed.
   
5. Click Configure. The fields will become available to edit.
   
   Collaborate Site
   The name of the New Collaborate SharePoint site.
   Note: If you choose a different site, or create a new one, all Share Settings will be reset, and you will need to re-add all users.
   
   Document Library
   The location of the New Collaborate client folders on the SharePoint site.
   
   Microsoft Group
   The name of the Security Group used to control sharing and access to documents. It is not recommended to use the groups "All Users" or "Everyone" to ensure documents remain secure. For any concerns, please refer to your Microsoft 365 Admin or IT professional.
   
   Default Email Template
   Used to automatically select an email template when sharing documents with your clients. If preferred, this field can be left blank, and a default email template will not be selected when sharing documents.
   
   Retain Client Uploads in Collaborate site
   Controls whether client files will remain on the SharePoint folder after being imported to FYI. If set to Yes, it will be moved to the "Processed" folder, located within the Upload folder. If set to No, client files will be deleted from the SharePoint site. Refer to Upload Experience for Clients using New Collaborate.
   
   
6. Click Next.
   
   
7. Update the Folder Structure list if required. Any changes will only apply to documents shared from that point on, existing documents will use the previously selected Folder Structure. Refer to Summary of New Collaborate Folder Structure.
   
8. From the Available List in the left-hand pane, select and drag the relevant fields to the Structure List in the right-hand pane.
   
   
9. Then drag the selections in the Structure List up and down to order the fields, so they match the filing structure you want.
   Note: When Folders are created on the New Collaborate SharePoint site, invalid characters will be omitted from the folder name, for example, full stops or forward slashes.
   
   
10. Click Next.
    
    
11. The configuration will be saved.