- How much storage space does Collaborate need on SharePoint?
- Is it possible to restrict New Collaborate Guest User Invites to be sent from a specific user only?
- What happens with New Collaborate if the client changes their email?
- Comparison between Legacy Collaborate and New Collaborate
- What happens to the New Collaborate Share folder if my client's name changes?
- I can't see my new SharePoint site when configuring New Collaborate
- New Collaborate Security Overview
- What is Azure AD B2B for New Collaborate?
- New Collaborate Permissions
- Configuring a SharePoint Data Retention Policy for New Collaborate
- FAQs about using SharePoint with New Collaborate
- Enable Google Federation in Azure for external users with Gmail accounts
Help Centre
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
custom
/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray