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  1. FYI
  2. Collaborate

Collaborate

Collaborate with your team and clients. Use co-edit, share documents securely, receive documents from clients.

Overview

  • Overview - Collaborating with your Clients
  • Overview - Co-edit with your Team
  • Overview - Co-edit with Client
  • Client - Collaborate Tab

Setting up Collaborate

  • Overview to Configuring Collaborate
  • Link your Practice's OneDrive Admin Account
  • Setting up the Shared Folders Email Template and Assigning Share Settings Access
  • Configuring your Collaborate Settings and Structure
  • Summary of OneDrive Folders used in FYI

Sharing Documents via OneDrive

  • Introducing Collaborate to your Clients and Sample Email for Practices
  • Sharing Documents via OneDrive
  • How the Client accesses the Shared Document
  • Removing Access to Shared Documents

Sharing Folders via OneDrive

  • Introducing Shared Folders to your Clients and Sample Email for Practices
  • Sharing the Share Folder with the Client
  • Sharing the Upload Folder with the Client
  • How the Client accesses the Shared Folders
  • Removing Access to the Share Folder and Upload Folder

Co-editing Documents

  • Co-editing an Internal Document
  • Co-editing an External Document
  • Co-editing Excel Spreadsheets with Linked Cells, Macros and other Controls

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
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