We are changing our Microsoft 365 Tenant. What do we need to do in FYI?
The following is a high-level explanation and our recommended approach.
Important Note: Contact the FYI Support Team at email@example.com to discuss this before commencing.
We also recommend you notify us when the migration happens so we can run a post migrate check to ensure everything is okay.
The first step is to reconfigure your Practice OneDrive (refer to Link your Practice's OneDrive Admin Account).
An FYI Admin needs to login to FYI with the new credentials to start email auto-filing, OneDrive syncing, etc
Any documents that are out for editing with the old credentials should be checked back in.
If you are using Collaborate or Co-edit, then the existing links will be broken.
- For any documents that being shared with the client, copy the entire folder across.
- Any documents that are in Co-edit, you need Co-edit again once moved to the new system. You can check in the practice FYI - Co-Edits folder which documents are still there to determine which need to be Co-edited again.
If you are using DocuSign, within DocuSign you need to reconfigure the OneDrive that is being used.
Changing details on your FYI Invoice
If you need to change who receives the invoice, or to change any details on the invoice such as your company name, please contact the FYI Support Team at firstname.lastname@example.org.