Summary of OneDrive Folders used in FYI

Legacy Collaborate has now been superseded by New Collaborate.

While users will still be able to select the Default Email Template and share links with clients, all other configuration settings have been disabled.

To upgrade to New Collaborate, refer to Upgrading to New Collaborate.

The following is a summary of all the OneDrive folders that are used in FYI.

OneDrive Folders available to all users

OneDrive Folders	Function	Detailed Steps
FYI - My Edits	Editing This holds a copy of any documents being edited. When the user clicks "I am finished editing", the copy of the document is automatically removed from the OneDrive FYI - My Edits folder.	*Opening, Editing and Finish Editing Documents*
FYI - My Imports	Automatic Import to User's In Tray When users add files to their FYI - My Imports folder they are imported as FYI documents, added to the user's In Tray, and automatically filed. They are then automatically moved to the OneDrive FYI - Processed folder.	*Using OneDrive FYI - My Imports to Automatically Import to your In Tray*
FYI - Processed	Automatic Import to User's In Tray When documents have been imported from a user's FYI - My Import folder the are moved to the FYI - Processed folder as a backup in case any unexpected issues occur These documents are automatically deleted from FYI - Processed after 14 days	*Using OneDrive FYI - My Imports to Automatically Import to your In Tray*

Practice-wide OneDrive Folder

The following are the practice-wide OneDrive folders, as set up by an FYI Admin.

These also need a structure set up for your practice for the sub-folders. These functions are only available to FYI Admins, or where relevant, where a user is in a User Group with additional access enabled.
Refer also to Link your Practice's OneDrive Admin Account.

OneDrive Folders	Function	Setting up the OneDrive folder structure in FYI	Detailed Steps
FYI - Clients Then sub-folders with the "Client Name", then sub-folders under this as per the Share structure set up for your practice.	Collaborate Share documents with clients and Co-Edit with Client	Automation - Processes - Collaborate - Share tab Must have Client Name as the first level	Configuring your Collaborate Settings to Co-Edit and Share Documents with Clients
FYI - Clients Then sub-folders with the "Client Name", then sub-folders under this as per the Share structure set up for your practice.	Share OneDrive Folders with the client	As above Automation - Processes - Collaborate - Share tab Must have Client Name as the first level	*Configuring your Collaborate Settings to Co-Edit and Share Documents with Clients* and Sharing the Share Folder with the Client
FYI - Clients Then sub-folders with the "Client Name", then a folder Upload under these.	Share Upload Folder with client	As above Automation - Processes - Collaborate - Share tab Must have Client Name as the first level.	*Configuring your Collaborate Settings to Co-Edit and Share Documents with Clients* and Sharing the Share Folder with the Client
FYI - Co-Edits Sub-folders under this as per the Co-Edit structure set up for your practice.	Co-Edit (internal documents)	Automation - Processes - OneDrive - Co-Edit tab Must have Cabinet as the top-level. If needed, you can then apply the same security that you have for your Cabinets in FYI to your OneDrive folders.	Configuring your Collaborate Settings to Co-Edit Documents with your Team
FYI - Export Sub-folders under this as per the Export structure set up for your practice. The recommended structure is Client / Year / Cabinet.	Bulk Export	As above Settings - Practice settings - Documents - Export tab. Click Configure button. Export tab The recommended structure is Client / Year / Cabinet.	*Bulk Export OneDrive*

OneDrive Folders available to all users

Practice-wide OneDrive Folder

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