Summary of OneDrive Folders used in FYI

Legacy Collaborate has now been superseded by New Collaborate. 

While users will still be able to select the Default Email Template and share links with clients, all other configuration settings have been disabled. 

To upgrade to New Collaborate, refer to Upgrading to New Collaborate.

The following is a summary of all the OneDrive folders that are used in FYI.

OneDrive Folders available to all users

OneDrive Folders

Function

Detailed Steps

FYI - My Edits

Editing
This holds a copy of any documents being edited. When the user clicks "I am finished editing", the copy of the document is automatically removed from the OneDrive FYI - My Edits folder.

Opening, Editing and Finish Editing Documents

FYI - My Imports

Automatic Import to User's In Tray
When users add files to their FYI - My Imports folder they are imported as FYI documents, added to the user's In Tray, and automatically filed. They are then automatically moved to the OneDrive FYI - Processed folder.

Using OneDrive FYI - My Imports to Automatically Import to your In Tray

FYI - Processed

Automatic Import to User's In Tray

When documents have been imported from a user's FYI - My Import folder the are moved to the FYI - Processed folder as a backup in case any unexpected issues occur
These documents are automatically deleted from FYI - Processed after 14 days

Using OneDrive FYI - My Imports to Automatically Import to your In Tray

 

Practice-wide OneDrive Folder

The following are the practice-wide OneDrive folders, as set up by an FYI Admin.

These also need a structure set up for your practice for the sub-folders. These functions are only available to FYI Admins, or where relevant, where a user is in a User Group with additional access enabled.
Refer also to Link your Practice's OneDrive Admin Account.

OneDrive Folders

Function

Setting up the OneDrive folder structure in FYI

Detailed Steps

FYI - Clients

Then sub-folders with the "Client Name", then sub-folders under this as per the Share structure set up for your practice.

Collaborate
Share documents with clients
and
Co-Edit with Client

Automation - Processes - Collaborate - Share tab

Must have Client Name as the first level

Configuring your Collaborate Settings to Co-Edit and Share Documents with Clients

FYI - Clients

Then sub-folders with the "Client Name", then sub-folders under this as per the Share structure set up for your practice.

Share OneDrive Folders with the client

As above

Automation - Processes - Collaborate - Share tab

Must have Client Name as the first level

Configuring your Collaborate Settings to Co-Edit and Share Documents with Clients
and
Sharing the Share Folder with the Client

FYI - Clients

Then sub-folders with the "Client Name", then a folder Upload under these.

Share Upload Folder with client

As above

Automation - Processes - Collaborate - Share tab

Must have Client Name as the first level.

Configuring your Collaborate Settings to Co-Edit and Share Documents with Clients
and
Sharing the Share Folder with the Client

FYI - Co-Edits
Sub-folders under this as per the Co-Edit structure set up for your practice.

Co-Edit
(internal documents)

Automation - Processes - OneDrive - Co-Edit tab

Must have Cabinet as the top-level.

If needed, you can then apply the same security that you have for your Cabinets in FYI to your OneDrive folders. 

Configuring your Collaborate Settings to Co-Edit Documents with your Team

FYI - Export

Sub-folders under this as per the Export structure set up for your practice. The recommended structure is Client / Year / Cabinet.

Bulk Export

As above
Settings - Practice settings - Documents - Export tab.
Click Configure button.
Export tab

The recommended structure is Client / Year / Cabinet. 

Bulk Export OneDrive

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