Every new FYI user can set up personal defaults to reflect their individual preferences.
For an introduction to key concepts, watch the 1 minute tutorial on Navigating My Settings below:
Individual preferences can be set up for your own login from Settings - My Settings.
1. 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.
2. 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 AutoFile Defaults for your own Login.
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.
The scanned signature can also be incorporated in Stationery (and Templates) using a Word bookmark to inject the author's signature into letters. Refer to Creating and Updating Stationery.
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.
Any new emails or documents will be shared with the user(s) from the time you make the delegation. You can remove the delegation at any time and any new emails/documents that are sent to your In Tray will no longer be shared with that user.
Ensure that you share your In Tray with a user who has Autofile mode set as "In Tray Review" and that the user has the same access as you.
- From FYI, Settings > My Settings, go to the Documents tab.
- Click the Share with user link.
The Add/Remove Users popup displays.
- Click the minus icon next to the user(s) you want to share your In Tray with to display the green tick icon next to the relevant user(s) and click OK.
Note: If you have a practice-wide email account which multiple people edit and reply from, you can set up this email in FYI and use the Share to share that In Tray with all other users who need access to it. Refer to the FAQ Practice-wide Shared Email Account.
Security and Devices
The My Settings - Security tab lists any changes made to your settings.
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.