New Collaborate uses the power of SharePoint Communication sites to offer a customisable client portal, where you can co-edit and share documents and folders with your clients.
Follow the steps below to configure New Collaborate for your practice.
Tip: Refer to the Quick Reference Guide for an easy-to-follow guide to setting up New Collaborate.
Setting up New Collaborate
Step 1 - Link your OneDrive Admin Account for New Collaborate
Creating and managing your Collaborate site requires a OneDrive Admin account to be configured so that FYI can create and manage your Collaborate site within Microsoft SharePoint.
Refer to Link your OneDrive Admin Account for New Collaborate
Step 2 - Set up Azure AD B2B for New Collaborate
Azure Active Directory (Azure AD) B2B Collaboration provides authentication and management of guests accessing your New Collaborate site.
Refer to Setting up and Enabling Azure AD B2B for New Collaborate.
Step 3 - Setting up Collaborate Email Templates
Create an email invitation used to invite your clients to join Collaborate, so they can co-edit and share documents with your practice.
Refer to Setting up Collaborate Email Templates.
Step 4 - Create a Collaborate Site
- Use FYI to automatically create and configure your New Collaborate site on SharePoint.
Refer to Configuring the FYI New Collaborate App.
- Customise your new Collaborate site, to add pages and information useful to your clients.
Refer to Customising your Collaborate site on SharePoint.
Step 5 - Review the Collaborate permissions and assign Share Settings access
- Review the permissions, and assign your team to enable the ability to share folders with your clients.
Refer to New Collaborate Permissions.