You can upload documents, such as billing guidelines, to share with Collaborati Vendor administrators. There are two ways to share documents with Collaborati Vendors:
•You can share documents globally (with all Collaborati Vendors) or
•You can share documents with a specific Collaborati Vendor
For more information about sharing documents with a specific Collaborati Vendor, see Sharing Documents with a Collaborati Vendor.
You can share the following file formats:
•.DOC
•.GIF
•.JPG, .JPEG
•.PNG
•.RTF
•.TXT and other files that are text format
•.XLS
•.XML
Shared documents are transferred to Collaborati at synchronization time. When you delete a shared document, at the next synchronization with Collaborati, the document will be removed from Collaborati.
Note: You cannot upload executable files (.EXE format) or zip files (.ZIP, .JAR formats). Executable files and zip files will not be transferred to Collaborati.
Note: You can upload, update, or delete shared documents regardless of whether synchronization between CSM and Collaborati is running.
Important: Do not exceed 50 MB of files shared among all vendors and globally.
Under the Collaborati Document Sharing section, the Last Published date and time indicate the date and time of the last synchronization with Collaborati when new or updated documents were transferred to Collaborati. For more information on the drag-and-drop functionality here, see Adding a Document to TeamConnect in the TeamConnect User Guide.
Document Sharing Page
Collaborati Vendor Administrators will receive an email notification on the midnight of the day when documents are transferred from CSM Settings to Collaborati.