Each FYI user can set up personal defaults to reflect their individual preferences.
Watch the video below to learn how.
This article contains the following sections:
- My Settings
- Individual Profile Settings
- Individual Settings for Documents
- Sharing your In Tray
- Security and Devices
- Status Tab
My Settings
Individual preferences can be set up for your own login from Settings - My Settings.
- From FYI, click Settings in the top right-hand corner.
All users see My Settings as an option.
An FYI Admin also has access to the Practice Settings.
If you have Use FYI Desktop enabled in your Profile, you see an additional option Download FYI Desktop in Settings. Refer to FYI Desktop App. - Select My Settings from the drop-down and the My Settings displays.
Individual Profile Settings
The Profile tab 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 over-ride the default setting for your practice if you wish to review emails from your In Tray before making them available practice wide. For how to use the settings in this tab, refer to Setting Defaults and Filing Defaults for your own Login - My Settings.
Individual Settings for Documents
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 filing the documents has their own personal defaults. Auto-filing defaults can be set up to reflect the preferences of individual users via the Documents tab.
This is also where you can upload a digital scan of your signature to add to documents as part of an approval workflow.
Refer to Approval Signature - Adding your Electronic Signature in Setting Defaults and Filing Defaults for your Own Login - My Settings.
Sharing your In Tray
The Share tab is used to redelegate unfiled documents in your In Tray. This can use useful, for example, if you are going to be away and you need someone else to check and file or delete documents in your In Tray for you. You can select one or more users to share your In Tray with. Refer to Sharing your In Tray
Security and Devices
The My Settings - Security tab lists any changes made to your settings. This shows the change made, when the change was made and the user who made the change. Where an FYI Admin changed your user settings, this shows the name of the FYI Admin user.
The My Settings - Devices tab lists the devices on which you have used to connect to FYI and displays "This connection" for the connection you are currently using.
Status Tab
The Status tab provides a snapshot summary of all critical dependencies and configurations for your login. You can access the Status tab yourself so you can self-diagnose and rectify issues where possible.
For each dependency or configuration (as shown in the Name column) that needs a Status, this shows an icon of either green, yellow or red.
All items in the Status tab should have green ticks or green exclamation marks.
For configuration that needs a Value, this displays with an explanation mark.
Note: If you have enabled FYI Desktop in your Profile, this will display as "Enabled" in your Status. Refer to FYI Desktop App.
Where the icon is red, and an action is available to rectify this, a message is shown with a short explanation, for example, "Invalid security token with Office.com, please logout and login to FYI using this link."
In the following example, the "FYI - Drafts" folder in your Outlook and the "Filed in FYI" Outlook category are not found and these display with a red exclamation mark. FYI needs this folder and category to exist when creating a Draft in Outlook folder and when filing email from your Outlook.
Clicking the Fix Me button will fix the issue, in this example to create the folder and category in your Outlook.
