Working with the Upload Folder

Support has now ended for Legacy Collaborate.

To upgrade to New Collaborate, refer to Upgrading to New Collaborate.

The upload folder provides an alternate way for clients to send documents to your practice instead of sending documents by email. 

Watch this tutorial to learn how to: 

  • Drop documents into the upload folder from your client's perspective 
  • Display your client's uploaded documents in FYI
  • Use the source column to identify documents uploaded by clients
  • Refile the uploaded documents
  • Display the In Tray for uploaded documents not filed in FYI
  • Share the In Tray for the OneDrive admin account.

For more information, refer to the section Sharing the Upload Folder with the Client.

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