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FYI
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

FYI