Accessing FYI from within Office
As well as creating documents directly in FYI, you can also access the FYI app from within Word, Excel or PowerPoint using the FYI Drawer. This is displayed by clicking the FYI icon in the Office ribbon menu.
The FYI Drawer displays on the right-hand side.
on your desktop or in your browser. This gives you direct access to the filing details for the document in FYI and can be accessed when using Office Refer to . Displaying the Drawer in FYI, Outlook and Office Saving an Office Document to FYI
When creating a new document in an Office product, you can file it in FYI directly from Office. Refer to . Saving an Office Document to FYI
Using the Document Drawer from within Office
From the FYI Drawer from within Office, you can use the following functions without leaving the document you are working on, in the same way as when working on a document within FYI.
Filing information Add
Tasks related to the document Add
Comments for your team Initiate, view or change a
Workflow related to the document View or add
Time information Mark a document as
Starred for easy access within FYI
and Using the Document Drawer . Displaying the Drawer in FYI, Outlook and Office
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