New Collaborate
Collaborate with your clients. Share documents and folders securely in a dedicated client portal on SharePoint.
Overview
Upgrading to New Collaborate
- Before Upgrading to New Collaborate from Legacy Collaborate using OneDrive
- After Upgrading to New Collaborate from Legacy Collaborate using OneDrive
- What happens to my previously shared documents when I change my Collaborate settings from OneDrive?
- What happens to documents in Co-Edit when my practice changes from OneDrive to New Collaborate on SharePoint?
Setting up New Collaborate
- Guide to Configuring New Collaborate
- Link your OneDrive Admin Account for New Collaborate
- Setting up Microsoft 365 for New Collaborate
- Setting up Collaborate Email Templates
- Set up and Create a New Collaborate Site (New Sites only)
- Set up and Create a New Collaborate Site (Upgrade from Legacy Collaborate)
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Sharing Documents and Folders
Co-Editing Documents
FAQs - New Collaborate
- Can practices view when a user has accessed a document shared via Collaborate?
- Does FYI have a Login report showing when Client or Guest Users access Collaborate?
- What happens to documents shared using New Collaborate if the filing details change in FYI?
- Are there any additional costs to enable Azure AD B2B?
- How can I access the New Collaborate Site from SharePoint?
- How can I see which documents have been shared using New Collaborate?
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Troubleshooting - New Collaborate Status Check
- Error FYI-2208 "Multiple Document Libraries detected" when configuring New Collaborate
- Error FYI-2203 "The selected Microsoft Group is missing from the SharePoint Site" in New Collaborate Status Check
- Error "The Practice OneDrive Admin user is not the owner of the SharePoint site."
- Error FYI-2167 "Multiple Microsoft Groups have been found in the Collaborate SharePoint site"
- Error FYI-2147 "Your Practice OneDrive Admin User is missing the User Administrator role required for Collaborate" in the Collaborate Status Check
- Error FYI-2145 "The configured Document Library could not be found. Restore the Document Library in your Collaborate site, or create a new one if required" in New Collaborate Status Check
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Troubleshooting - New Collaborate Sharing
- Error FYI-2214 "Internal users cannot be added to Sharing Settings."
- Error "Some recipients don't have access to links in your message" when sending New Collaborate Links in Outlook
- Error "Unable to update the Client Share Folder as the Name already exists" when renaming a New Collaborate Share Folder
- Error FYI-2173 "File Size Upload Limit Reached" when sharing files using New Collaborate
- Error "Failed to remove user. Please wait a few minutes and try again" when removing a user from Sharing Settings
- New Collaborate settings that may cause sharing errors
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Troubleshooting - New Collaborate Client Access
- Client receives an error "Sorry, but we're having trouble signing you in" when accessing New Collaborate
- Error "Selected user account does not exist in tenant" when trying to login to New Collaborate
- Error FYI-2207 "FYI was unable to add the guest user to the Collaborate SharePoint Site" in Practice Activity
- Error "Access Denied. (user) does not have permissions to access this resource" when trying to log into New Collaborate
- Error "We couldn't find an account with that username" when logging into New Collaborate
- Client documents are not synchronising from the New Collaborate Upload Folder into FYI
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