The FYI - My Imports function is used to import a batch of documents into FYI. When you are exploring the platform while on a trial, you can use this to import a batch of documents to work with before Onboarding and migrating all of your historical documents.
Your OneDrive FYI - My Imports folder
Via integration with Microsoft 365, each FYI user has a system folder automatically created for them within their OneDrive called FYI - My Imports.
In Windows Explorer, the FYI - My Imports folder would commonly be under your OneDrive - FYI Docs.
This provides a simple and efficient way to batch import documents into FYI.
Importing from your FYI - My Imports folder
Simply copy documents, or drag and drop them, into your FYI - My Imports folder.
Documents are automatically imported and will appear in your FYI In Tray, ready to be filed.
The import adds the following filing settings to the documents:
- Name - the Name of the document in FYI 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".
Manually Syncing Files
There can be a delay of up to 10 minutes before files are imported from your FYI - My Imports folder. If required, you can manually sync files by clicking the FYI - My Imports button in your In Tray.
Other Uses for your OneDrive FYI - My Imports folder
The FYI - My Imports folder is especially useful when you are scanning documents or printing to PDF from any application, seamlessly adding batches of documents straight into FYI.
For more information, refer to Using OneDrive FYI - My Imports to Automatically Import to your In Tray.