There are various defaults you can set up to reflect your individual preferences. These configurations can be set up for your own login from Settings - My Settings. Refer also to Individual Settings.
- From FYI, click Settings in the top right-hand corner.
A standard user will see My Settings as an option.
An FYI administrator will also have access to the Practice Settings.
- Select My Settings from the drop-down.
Individual Profile Settings
Each user can set defaults for their own login via their Profile settings. This is where individual defaults can be set for notifications, attachments, how you want to use the Preview function and how you prefer to open Office products (via the Desktop or Online). . You can also choose to override the default setting for your practice for how emails are auto-filed.
From FYI Settings > My Settings, go to the Profile tab.
Email Notifications - when set to "On", you will be sent an email notification when:
- You have been assigned to a task (refer to Tasks).
- A task that you initiated has been completed.
- You are referenced in a Comment (refer to Comments).
Autofile Email Attachments - when set to "On" this allows attachments to emails to be auto-filed as separate documents within FYI (refer to Saving Attachments).
Note: This setting for individuals is disabled if the Autofile Email Attachments setting for your practice is set to "Off" (refer to Email AutoFile Settings and Exclusions).
Weekly Stats - This option is only available for FYI administrators. When set to "On" you will receive a weekly email summary of the transactions that have taken place with various apps connected to FYI. The email is sent on a Sunday with the summary of transactions from the previous Monday through to the Sunday. The following is an example of the Weekly Stats email that is sent.
Preview Office Via OneDrive - This determines how the Preview function displays Office documents. This can be set "On" or "Off" (refer to Previewing a Document).
- When Preview Office via OneDrive is set as "On", the document displays in the Preview and retains the same formatting as when opening the document from the Office product on the desktop.
- When Preview Office Via OneDrive is set as "Off", this is quicker to display, but you may find that the formatting of the content of the document may not be accurate, especially for more complex documents.
Open Outlook using - Select "Practice Default", "Online" to open Outlook from FYI online via the browser, or "Desktop" to open emails via the Outlook desktop product. When using the Open button to open draft emails, or the Reply, Reply All or Forward button to open a sent or received email, this will open the email either using Desktop or Online via the browser. Refer to Opening and Editing Emails. The Practice Default for this is set by an FYI administrator from Practice Settings > Admin > Settings (refer to Practice Settings).
Open Office using - Select "Practice Default", "Online". When using the Edit icon to edit a Word, Excel or PowerPoint document, this will open the document either using Desktop or Online via the browser. Refer to Opening and Editing Documents. The Practice Default for this is set by an FYI administrator from Practice Settings > Admin > Settings (refer to Practice Settings).
AutoFile mode – AutoFile mode can be set as "Practice Default", "In Tray review", or "AutoFile".
When emails in Outlook are auto-filed, FYI uses the setting for your practice to determine whether emails are added to a user’s In Tray for review before they are shared with the entire practice (refer to In Tray Review in Email AutoFile Settings and Exclusions).
You can override the AutoFile default setting for your practice. This might be preferable, for example, if emails are normally auto-filed for most users across the practice but you are a partner and want to always first review your emails from your In Tray before making them available practice wide.
Individual Settings for Document AutoFile
To save time filing documents for a specific client, FYI provides the ability to set filing defaults for the Cabinet and the Categories for each client. Refer to Setting Filing Defaults for a Client.
If filing defaults are not set up at a client level, FYI checks to see if the user who is filing the documents has their own personal defaults. Auto-filing defaults can be set up to reflect the preferences of individual users.
From FYI, Settings > My Settings, go to the Documents tab.
In the AutoFile Defaults, select the default values for Cabinet and Categories that you would like to use if these have not been set for the relevant client.
Individual Settings for Approval Signatures
A digital scan of your signature can be held in FYI and added to documents. Your electronic signature is used when you are requested to sign a document as part of the document approval workflow.
Share, Security and Devices Tabs
Refer to Individual Settings for information on these Settings tabs.