FYI incorporates a rich integration with Microsoft Office products such as Outlook, Word, Excel and PowerPoint.
The FYI Apps for Office and Outlook
To ensure that FYI can leverage the full benefits from your practice Microsoft 365 subscription, you need to add the FYI for Office and the FYI for Outlook apps to your Practice Microsoft 365 account.
The FYI Apps can be downloaded from the Microsoft Apps Store at http://appsource.Microsoft.com
Once added, the FYI Add-ins will be available from within your Office products.
This is a mandatory step, that must be completed before your team begins using FYI.
You must be a Microsoft 365 Administrator for your practice to complete this function on behalf of other users.
Note – you can also add the FYI Apps as an individual user from with Office and Outlook. This may be a good option if only a small number of individuals are accessing FYI during your 30-Day Free Trial.
Setting Up OneDrive for FYI Users
It is important to ensure each FYI user's OneDrive is linked to FYI and synchronising to the desktop.
Once the synchronisation has been completed, you should see your "OneDrive - Practice Name" in Windows Explorer.
Within this folder you should see the FYI system folders such as “FYI - Import”, “FYI - My Edits”, “FYI - My Imports”.
When set up correctly, you will be able to use the Edit in Desktop function from within FYI.
After selecting “Finished Editing ”, the uploaded document will be automatically synced into FYI and made available to other users to edit.