Collaborate
Collaborate with your team and clients. Use co-edit, share documents securely, receive documents from clients.
Overview
Setting up Collaborate
Sharing Documents via OneDrive
Sharing Folders via OneDrive
Co-editing Documents
Troubleshooting
- Troubleshooting OneDrive for use with FYI
- Troubleshooting initial issues with Shared Documents or Shared Folders
- Collaborate using OneDrive - Errors clients may receive when accessing secure links
- Collaborate using OneDrive - Secure Link is Inactive
- My client is a Guest User in our Microsoft 365 account and cannot use document links
- "Error encountered setting up your OneDrive account. Some functionality will not work. Please check you have OneDrive enabled"
FAQs - Collaborate
FAQs - OneDrive
- Why are there documents in my OneDrive FYI - Processed Folder
- How can I edit Office documents without using OneDrive?
- Why are there documents in my OneDrive FYI - My Edits Folder but no documents in my Home - My Edits?
- What should I do if my OneDrive FYI - My Edits or FYI - Processed folder disappears or is deleted?
- What is the OneDrive Attachments folder?
- Why is the Sharing Settings button red in Client - Collaborate and error "Invalid Authentication Error: Please confirm the OneDrive admin is authenticated" when trying to add users