Client Collaborate

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 either when:

• Using the Share function and selecting Send via OneDrive
  or
• Attached to an email and selecting Send via OneDrive

Note: Any documents sent via email are not included.

Note: Documents sent for signing with DocuSign, Adobe Sign, Annature or FuseSign (using the Signature button) are not included in the Client - Collaborate tab.

Refer to Sharing Documents via OneDrive and Creating an Email by Selecting Attachments in FYI and the section Collaborate.

From the Client - Collaborate tab you can share the OneDrive Share folder with the client. Refer to Sharing the Share Folder with the Client.

The Collaborate tab also shows any documents that are in 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-editing an External Document.