Legacy Collaborate
Share documents and folders securely with clients using OneDrive.
Overview
Setting up Collaborate
- Overview to Configuring Collaborate
- Setting up the Shared Folders Email Template and Assigning Share Settings Access
- Configuring your Collaborate Settings to Co-Edit and Share Documents with Clients
- Summary of OneDrive Folders used in FYI
- Setting up and Enabling Azure AD B2B for Legacy Collaborate in FYI
Sharing Documents via Collaborate
Sharing Folders via Collaborate
Co-editing Documents
Troubleshooting
- Inviting a client to Collaborate displays error "Failed to Add Users"
- OneDrive synchronisation failed with an authorisation error
- 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
- See all 13 articles
FAQs - Collaborate
- Why is there a number after the file name or attachment shared using Collaborate?
- Can I share a file using Collaborate without the client seeing it?
- Why can I not Co-Edit a document or get the error "Sorry, you don't have access"?
- Can we add Multi-Factor Authentication (MFA) for clients accessing documents shared via Collaborate?
- When the Share Folder has been shared, what do I do if the client changes their email?
- Why is a file our client is uploading not getting imported to FYI?
- See all 9 articles
FAQs - OneDrive
- Can the OneDrive admin account use Multi-Factor Authentication?
- Why are there documents in my OneDrive FYI - Processed Folder
- 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, is moved or deleted?
- What is the OneDrive Attachments folder?
- How can we enable Google Federation in Azure so that external users are able to access the shared content with us using their existing Gmail account?
- See all 7 articles
