You can set up FYI so that when sending documents, these are sent via the OneDrive Account for your practice.
From a security point of view, this ensures that attachments are NOT sent by email, which is especially important for sensitive documents.
Send via OneDrive does not attach a document directly. It sends the client an email with a hyperlink to a PDF of the document that has been placed within your practice's OneDrive. The document is placed in the correct folder for the client and under any other subfolders as designated for how your practice has set this up (for example, the client's Group Name and then Year). This can be used to send any type of relevant document, for example, Word, Excel, PowerPoint, scanned PDF, etc.
When the client opens the email and clicks the link, this will prompt the client to request that a verification code is emailed to him/her. By verifying that the person opening the link is the recipient, this is ideal for clients who only need occasional access to documents, for example, clients you send documents to once a year. For any clients with which you work on a frequent basis, you can also use the power of OneDrive to share your practice's OneDrive with specific clients.
Additionally, this method saves any double handing where you would have to save any documents on your system and then upload them to send to the client.
How Users Send via OneDrive
For full details on how users send documents via OneDrive, and how your client accesses the documents, refer to Sending Documents Via OneDrive.
Setting Up your Practice OneDrive
Integration with DocuSign
An extra advantage of sending via OneDrive is that documents can also be integrated with DocuSign. Refer to Integration with DocuSign.
Client Defaults for Sending Attachments
You can set the default for a client to Send via OneDrive in the Send Attachments setting in the Clients - Details tab. Refer to Setting Filing Defaults for a Client.
Indicator if FYI is Syncing with OneDrive
An indicator is displayed if there is a delay when a document is being synced back from OneDrive, for example if a large document is being synced. If relevant, the following icon displays. This ensures that a document is not accessed while it is still syncing.