Overview to Configuring Collaborate

This video gives an overview into process FYI admins should follow when initially configuring Collaborate for their practice.

There are three primary steps to complete which are covered in detail in separate articles:

1. Link your practice's OneDrive Admin Account
   (refer to Link your Practice's OneDrive Admin Account).
2. Create the collaborate invitation template and assign permissions to your team
   (refer to Setting up the Shared Folders Email Template and Assigning Share Settings Access).
3. Configure your Collaborate settings including assigning a Microsoft Group and setting your Share and Co-edit folder structures for OneDrive
   (refer to Configuring your Collaborate Settings and Structure).

Note: This video is an overview only. Specific details should be sought from our configuration articles in our Help Centre.