For every active user in FYI, an automatically created system folder is added to each user's OneDrive. This is called FYI - My Imports. FYI is constantly watching and monitoring this folder.
Whenever files are added to this folder, FYI detects this and automatically imports them.
There are several ways to import files to FYI (refer to Drag and Drop, Bulk Upload to a Client). Our recommendation is to use Drag and Drop for the occasional small document. But if you have large files, or you have a number of files to import, use your FYI - My Imports folder and then file the documents from your In Tray.
The FYI - My Imports is especially useful for scanning documents as you can scan directly to the OneDrive folder and the scanned documents are filed automatically for you.
Locating your FYI - My Imports Folder
In Windows Explorer, the FYI - My Imports folder would commonly be under your OneDrive - FYI Docs.
Adding Files to your FYI - My Imports Folder
You can add files to your FYI - My Imports folder with any of the following:
- Add files to the folder with Windows copy/cut and paste, or drag and drop.
- When printing a document to PDF, such as from a scanner or via a Microsoft product, you can print directly to your FYI - My Imports folder.
- When saving files, you can save (or save as) directly to this folder.
Note: If whole folders are placed into the FYI - My Imports folder, only the contents of those folders (i.e. the documents) will be imported to FYI.
Files are Imported as FYI Documents to your In Tray
When any files are added to FYI - My Imports the files are imported as FYI documents, added to your In Tray, and automatically filed. They are automatically removed from your OneDrive folder.
The import adds the following filing settings to the documents:
Name of the document is set as the file name and file extension of the file that was imported.
Owner is set as your name.
Filing Status is set as "Draft Filed".
Cabinet and Categories. If you have defaults set for AutoFile (for the Cabinet and Categories), these are applied to the imported documents. Refer to Setting Filing Defaults for your Own Login
Manually Syncing FYI - My Imports from your In Tray
There can be a delay of up to 10 minutes before files are imported from your FYI - My Imports folder. If needed, you can manually sync files immediately from your FYI - My Imports folder by clicking the FYI - My Imports button in your In Tray.
In your In Tray, Update the Details of the Imported Files and File them
From your In Tray, update any details of the document(s), such as the Client and if needed the Cabinet and Categories. Then click File to file the document. You can use bulk update any documents that have the same filing details. Refer to Updating Filing Details of a Document and Bulk Updating of Filing Details.
Note: Another application of this feature is that each user can create a network share to this folder via Windows. This is often used for a network scanner. If your network scanner supports it, you can then scan directly to this folder and into FYI.
Note: When the documents are imported, they are moved into another OneDrive folder called
FYI - Processed. This is automatically generated by FYI. If the importing from FYI - Imports is not working, check that FYI - Processed folder exists, and if not create it manually.