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You can upload documents, such as billing guidelines, to share with a Collaborati Vendor's 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

This page describes sharing documents with a specific Collaborati Vendor. For more information about sharing documents globally (with all Collaborati Vendors), see Sharing Documents.

The following shared document file formats are supported:

.DOC

.GIF

.JPG, .JPEG

.PDF

.PNG

.RTF

.TXT and other files that are text format

.XLS

.XML

Shared documents are transferred to Collaborati at synchronization time. After documents are initially transferred to Collaborati, only new or updated documents are transferred to Collaborati. 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.

 

Collaborati Vendor Administrators will receive an email notification at midnight of the day when documents are transferred from CSM Settings to Collaborati. Only Collaborati Vendor Administrators will have access to shared documents in Collaborati.