The Collaborate tab in the Client workspace displays all documents that have been shared with the client via OneDrive. These are documents in FYI that have been sent via OneDrive when:
- Using the Share function and selecting Send via OneDrive
- Attached to an email and selecting Send via OneDrive
- Any documents sent via email are not included.
- Documents sent for signing with DocuSign, Adobe Sign or Annature (using the Signature button) are not included in the Client - Collaborate tab.
Sharing the OneDrive Folder with the Client
From the Client - Collaborate tab you can share the OneDrive folder with the client. The Sharing Settings can only be accessed by an FYI administrator or by a user who is in a User Group that has Administer Share Settings enabled. Refer to Managing User Groups and Sharing the OneDrive Folder with the Client.
Sending a Document as Co-edit with Client
You can share Word, Excel or PowerPoint 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. Documents that are in Co-edit with client show the show the Co-edit with Client icon in the lists. Refer to Overview - Co-edit with Client and Co-edit with Client.