FAQs - 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?
- What do I do if the Client Name changes after documents and Share Folders have been shared with the client?
- When sharing the Share Folder and the Upload Folder with a client, why are the hyperlinks in the email blank or not working?
- Can we include a link to the client's Share Folder or to the Upload Folder in an Automation or in a Template?