Displaying the Drawer in FYI, Outlook and Office

FYI holds information on Filing, Tasks, Comments and other Activity related to an email, document or client interaction in The Drawer.

The Drawer can be displayed from within FYI, by clicking on an Email or Document in a list. 

Thanks to deep integration with Microsoft 365, you can also access FYI from within your Outlook Inbox and when you create or open a Microsoft Office document using Word, Excel or PowerPoint. This gives you direct access to the filing details for the email or document in FYI.

Displaying the Drawer in FYI

When you click on an Email or Document in a list, the FYI Drawer displays on the right-hand side of the screen.

Displaying the FYI Drawer in Outlook

When using Outlook Desktop, click the FYI icon.

Depending on your Outlook version, this will either be located:

• In the Ribbon bar
• At the top of the email near the Reply/Reply All/Forward buttons
  
  
  
  
• Under the More Actions menu, accessed by clicking the three dots (...).
  
  

Refer to Adding FYI Add-ins as a User from within Office and Outlook

The FYI Drawer displays on the right-hand side. The following is an example of an email that has been filed in FYI. In Outlook, the FYI Drawer includes the Comments icon in the tools.

To keep the FYI Drawer always open, click the Pin icon. This will save it from reloading each time. 

Note: If you are working in an old version of Outlook or in a Citrix environment, you will not be able to “pin” the FYI Add-in. Refer to the FAQ When accessing the FYI Drawer in Outlook, why is the Pin icon not available or not working? 

Displaying the FYI Drawer in Outlook Online

1. From your Outlook Online, click to select the email you want to file.
2. In the body of the email, on the right-hand side, click the More Actions option which shows as the ellipsis (...) icon.
   
   
   This displays a drop-down menu and the Add-in FYI for Outlook is usually located at the bottom of the list.
   If the FYI Add-in is not included, click Get Add-ins and add the FYI Add-in.
   
   
3. From the drop-down, click FYI for Outlook.
   
   
   The FYI Drawer displays on the right-hand side.

If the FYI icon is not appearing correctly within Outlook, or if you cannot access the FYI Drawer, your Outlook may need to be configured for FYI. Refer to Configuring your Outlook settings for FYI.

Sign out

If you need to sign out from the FYI Add-in, click the sign out link on the bottom right-hand corner of the FYI Drawer to login again.

You may need to first click the cog icon to display the sign out link.

Displaying the FYI Drawer in Office

When using the Office Desktop, click the FYI icon in your Office ribbon menu.

The FYI Drawer displays on the right-hand side.
In Office, the FYI Drawer includes the Comments icon in the tools.

Displaying the FYI Drawer in Office Online

When using Office Online, click the FYI icon in your Office ribbon menu.

If this is not displayed, click More Options (the ellipsis).

The FYI Drawer displays on the right-hand side.