Introduction

ATOmate’s integration with FYI Collaborate allows users to process a document using a Portal communication option. The document will be published to FYI Collaborate and the client will receive an email with a link to login and view the document. The document will archive into the FYI Docs as per normal ATOmate functionality.

Please see these guides from FYIDocs if you require assistance setting up FYI Collaborate:

1. Guide-to-Configuring-New-Collaborate

2. Before-Upgrading-to-New-Collaborate-from-Legacy-Collaborate-using-OneDrive

Who is this guide for?

ATOmate users in the following roles:

• Super User

Open

Part 1 - ATOmate Dashboard Setup

Step 1 - Practice Settings

Step	Action

Step	Action
1	From the ATOmate Dashboard, go to Settings > FYI Docs
2	Click the blue button to Set Up FYI Collaborate Cabinet.
3	Enter in your Practice's Portal URL (the website that clients use to login to FYI Collaborate).
4	Click Save at the bottom of the screen. Open

Step 2 - Template Publishing

Step	Action

Step	Action
1	From the ATOmate Dashboard go to Templates
2	Click the blue button at the top to Bulk Publish This action will publish the Portal version of ATOmate’s default templates. Open
3	If you would like to customise the Portal Templates, you can edit them by clicking to Edit on any of the templates. Ensure you have selected the Portal version. Make any changes (please ensure the {PortalURL} is kept in place) then Publish. Open

Part 2 - FYI Collaborate Setup

Step 1 - Setup a new view for ATOmate Collaborate

In FYI Docs, a new document view needs to be setup for the ATOmate Collaborate Cabinet.

Step	Action

Step	Action
1	To create the view in FYI Docs, go to Documents > All/
2	In the Filters menu on the left, ensure only these items are selected in the following sections: Cabinet = ATOmate Collaborate Open
3	In the top right of the screen, click on the down arrow menu and choose Save View The name must be exactly: ATOmate Collaborate Open

Step 2 - Import the automation process

Step

Step
1	Download this file to your computer import into FYI Docs (do not unzip once downloaded): ATOmate Collaborate Automation Process
2	Go to Automation > All > Processes
3	Select Import on the right Open
4	Browse to the downloaded file
5	Once imported, a new tile will be created in the Processes menu Open

Step 3 - Activate the automation process

Step	Action

Step	Action
1	Click on the settings wheel on the ‘ATOmate Collaborate Upload’ tile
2	Do not change any details, switch the Status from Draft to Active at the top Open Congratulations! You are now ready to begin sending documents from ATOmate to FYI Collaborate

Frequently Asked Questions

• Where can I find the Portal URL that Clients use to login?

  • In FYI Docs, go to Automation > All > Apps

  • Click the settings wheel for FYI Collaborate

  • The Portal URL is displayed at the top right of the pop up screen

Open

• Which template shows first in the ATOmate Dashboard?

  • The Email template is displayed in the queue first

• Are Tax File Numbers redacted on the document in the Portal?

  • Yes, TFN’s are redacted on documents in the same way they are redacted in your Document Management System.

• Can I send to multiple recipients?

  • Yes, however only recipients with FYI Collaborate can access the document.

• Does a Client have to be setup in Share Settings in FYI before sending documents via Collaborate?

  • If the recipient email matches the Email in the Client Details section on the Client - Summary tab, Collaborate will automatically update the client to access the Share Folder. If the email does not match, they will need to be set up in Share Settings beforehand.

• If my document is not matched to a Client in ATOmate, can I still send to them via Collaborate?

  • No, as the document will not match in FYI. We recommend emailing or posting the document to them.