Legacy Collaborate has now been superseded by New Collaborate.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 sending a document to a client via Collaborate (using Share), the following error is displayed:
"Error creating email. Microsoft rejected your authentication. Please log out and log back in again. If this error persists, please check your Status in My Settings".
The user set up to be your practice's OneDrive Admin Account has not been set up correctly. There is therefore no OneDrive for FYI to access. To check the user who is set up as your practice's OneDrive Admin Account, refer to Link your Practice's OneDrive Admin Account.
The error could be caused by one of the following. See below for the solution for each of these.
- User is not licensed for Microsoft 365 with OneDrive with at least the Microsoft Business Basics plan
- User is not an Active User in FYI
- User has not yet logged into FYI
User is not licensed for Microsoft 365 with OneDrive with at least the Microsoft Business Basics plan
Ensure that the user who is set up to be your practice's OneDrive Admin Account is licensed for Microsoft 365 with OneDrive. The minimum requirement is Microsoft Business Basics.
User is not an Active User in FYI
Ensure that this user has been set up in FYI as a user in its own right and is an active user in FYI (refer to Managing Users).
User has not yet logged into FYI
Ensure that this user has logged into FYI. Logging into FYI will create the appropriate OneDrive folders.
For all the steps on setting up your OneDrive collaboration, refer to Overview to Configuring Collaborate.