Adding the FYI Add-ins for Office and Outlook

FYI is deeply integrated with Microsoft 365 to deliver automation such as email auto-filing.

Business Standard is the minimum requirement. 

The FYI Add-ins enable auto-filing of your emails from Outlook and make the key features of FYI available in every Microsoft 365 product that you have installed (for example, Word, Excel, PowerPoint).

There are two options for adding FYI Add-ins:

a. Add the FYI Add-ins to your Practice Microsoft 365 Account
b. Add the FYI Add-ins as a User from within Office and Outlook

Adding the FYI Add-ins to Your Practice Microsoft 365 Account

The FYI Add-ins can be added to your Practice Microsoft 365 Account. You must be a Microsoft 365 Administrator for your practice to complete this function on behalf of other users.

This is a mandatory step, that must be completed before your team begins using FYI.

1. Go to https://appsource.microsoft.com and locate the FYI Add-ins in the Microsoft store.
2. Install FYI for Outlook
3. Install FYI for Office

Refer to Adding the FYI Add-ins to Your Practice Microsoft 365 Account.

Adding the FYI Add-ins as a User from Within Office and Outlook

The FYI Add-ins can be added by individual users from within Office and Outlook. This option can be useful, for example, if a small group of users want to trial FYI before onboarding the entire practice.

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

When you click Start Using FYI, your FYI Home will open, and you are underway! 

Optimising your Computer for FYI

Before getting started, please make sure you have completed the following steps to set up your computer:

1. Configure your Outlook settings for FYI.
2. Configure your OneDrive for use with FYI.
3. Prepare your browser for FYI.

Refer to Optimising your computer for use with FYI.