Access Evo

What is Collaborate?

Time saving apps available in Access Evo

No option to delete unwanted documents

Setting sites as favourites

A brief overview of Collaborate

Upload and download documents

Inviting a guest to a site

Report of most frequently downloaded documents

Unable to add certain emails as guests

Create a folder in Documents section

Restrict access to Folders

Delete or archive a site

Switching on notifications

How to create a child site and invite users

View document link in email leads to 'This page you are looking for doesn't seem to exist' error screen

Creating a task

Managing site members

Why can I not add users from outside the business to collaborate?

Manage Members for sites with lots of users does not load

User does not have access to a particular site

Create different task Types

Document Version Control

Creating a site

Denisa Arjoca

Getting started with Collaborate

📃 Privacy Policy

Useful Links

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.