Each FYI user can set up personal defaults to reflect their individual preferences, as well as manage their devices and view the status of their setup and connections.
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
- Status Tab
Individual preferences can be set up for your own login from Settings - My Settings.
- In FYI, click the User menu icon 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 override 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 allows setting 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
The My Settings - Security tab lists any changes made to your settings. This shows the change that was 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. For each connection, you'll be able to see the Browser, version of FYI, the date it was registered in FYI and when your login details were last validated.
The connection you're currently using will display "This connection".
From this screen, you can select and delete devices from the list. The next time you connect to FYI from that device you will need to re-enter your login details. It's recommended to regularly check this screen and delete any older devices for security purposes.
To delete a device, tick the checkboxes and click the Delete icon.
The Status tab provides a snapshot summary of all critical dependencies and configurations for your login. You can access the Status tab yourself to 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 exclamation 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 log out and log in 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 the Outlook folder and when filing emails from your Outlook.
Clicking the Fix Me button will fix the issue, in this example to create the folder and category in your Outlook.