Overview to Configuring Collaborate

Note: You are viewing an article on the Legacy version of Collaborate. Click here to view New Collaborate.

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

Create the collaborate invitation template and assign permissions to your team

Configure your Collaborate settings to co-edit Documents with clients

Click here for the guide for FYI Admins to set up Collaborate for your practice.


Was this article helpful?
0 out of 0 found this helpful