The following are the steps required to add the FYI Add-ins from Microsoft Outlook and Office as a user.
Note: The Microsoft 365 Administration for your practice can add the FYI for Office and the FYI for Outlook apps to your Practice Microsoft 365 account which will make them available for all users (refer to Adding the FYI Add-ins to Your Practice Microsoft 365 Account).
If you prefer to add these yourself follow the instructions below. This can be used, for example, if you or a small group of users want to initially trial FYI, or this may only be needed on a computer you are using at home.
This article contains the following sections:
Adding the FYI Add-in for Outlook
- In Outlook, click the Home tab and the Get Add-ins option on the ribbon
- Search for FYI
- Click Add button.
- The Add-In will be added to Outlook
Adding the FYI Add-in for Office
- Go to the Insert tab on the ribbon and click on Get Add-ins
- Search for FYI.
- Click the Add button
- The add-in will be displayed in the side drawer. Follow the prompts to log in to FYI.
For information on how to check that the FYI Add-ins have been installed, refer to How to check that FYI Add-ins for Office Products have been installed.