Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
Support has now ended for Legacy Collaborate.
To upgrade to New Collaborate, refer to Upgrading to New Collaborate.
Co-edit allows more than one FYI user to edit a document at the same time. This allows team members to work together on the same document, wherever they are located.
Watch this tutorial to learn how to:
- Create a document as Co-edit
- Mark an existing document as Co-edit
- Identify a document in Co-edit
- Work on a document together with another user
- Finish Co-editing a document.
For more information, refer to the section Co-editing an Internal Document.