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  3. FAQs - Collaborate

FAQs - Collaborate

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  • Why can I not Co-edit a document?
  • 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?
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