When configuring Collaborate, there are three primary steps to complete which are covered in detail in separate articles:
- Link your practice's OneDrive Admin Account
(refer to Link your Practice's OneDrive Admin Account).
- 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).
- 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).