Collaborate allows you to co-edit and share documents and folders with your clients. Follow the steps below to configure Collaborate for your practice:
Link your Practice's OneDrive Admin Account
- Select your practice's OneDrive Admin Account and assign a Microsoft Group.
Refer to Link your Practice's OneDrive Admin Account.
Create the collaborate invitation template and assign permissions to your team
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Set up Collaborate to co-edit and share documents and folders with your clients.
Refer to Setting up the Shared Folders Email Template and Assigning Share Settings Access.
Configure your Collaborate settings to co-edit Documents with clients
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Configure your practice’s Collaborate settings and filing structure to enable you to co-edit and share documents and folders with your clients.
Refer to Configuring your Collaborate Settings to Co-Edit and Share Documents with Clients.
Click here for the guide for FYI Admins to set up Collaborate for your practice.