FYI allows your practice to collaborate directly with external users by securely sending them documents in the way they want to receive them and you can use FYI Collaborate to send documents to clients via OneDrive. External users include clients, their employees, their business contacts or to any other user(s) who need access.
Collaborate functions are only available for practices on the Pro plan.
This article contains the following sections:
- Sharing documents with external users via OneDrive
- Sharing documents with external users via myprosperity
- Sharing the Share Folder with External Users
- Sharing the Upload Folder with the Client
- Sharing Documents as Co-edit with Client
- Preparation for Sharing Documents via OneDrive
Sharing documents with external users via OneDrive
You can set up FYI so that when sending documents to external users, they are sent via the OneDrive Admin Account for your practice. Sharing a document via OneDrive does not attach a document directly. It sends the client an email with a hyperlink to the document that has been placed within your practice's OneDrive. From a security point of view, this ensures that attachments are NOT sent by email, which is especially important for sensitive documents. Refer to Sharing Documents via OneDrive and Creating an Email by Selecting Attachments in FYI.
Documents that have been shared with the client via OneDrive are displayed in the Client - Collaborate tab. Refer to Client - Collaborate Tab.
Sharing documents with external users via myprosperity
When you are sharing documents, there is also an option to share via the external integration myprosperity. Refer to Sharing Documents via myprosperity.
Sharing the Share Folder with External Users
You also use the Collaborate function to share the relevant client's OneDrive Share Folder with the client, any contacts recorded for the client in your practice management software, or any other guest user who needs access to the documents. This sends that person a link which they can save and use in the future to display the documents that have been shared and to documents that are in Co-edit with Client. Refer to Sharing the Share Folder with the Client.
Note: Sharing documents with a client using the Share function and sending documents via OneDrive, does not automatically give the recipient access to the Share Folder. Giving a user access to the Share Folder is a separate function.
Sharing the Upload Folder with the Client
Collaborate also gives clients access to the Upload Folder within their OneDrive shared folders.
The Upload Folder provides an alternate way for clients to send documents to the practice instead of sending documents by email. For example clients can upload documents such as Tax Receipts. Also if you are doing bookkeeping services for the client, Upload provides a way to send the source documents and information. Refer to Sharing the Upload Folder with the Client.
Sharing Documents as Co-edit with Client
Collaborate also gives you the option to share documents with your client as Co-edit with Client. This gives the client edit access to the document and also allows team members to work on the document at the same time. Refer to Co-editing an External Document.
Preparation for Sharing Documents via OneDrive
To share documents with your client via OneDrive, there are some preparation steps that need to be done by an FYI Admin. For information on how to link your practice's OneDrive, and how to set up the filing structure that FYI uses when documents are sent using Collaborate, refer to Link your Practice's OneDrive Admin Account and Configuring your Collaborate Settings to Co-Edit and Share Documents with Clients.
If you are sharing the folders with your client for information on how to set up the default email template for the invitation to the shared folders, refer to Setting up the Shared Folders Email Template and Assigning Share Settings Access.