If you have a support request, there are several ways to contact the FYI Support Team. These are detailed below.
- Sending an Email to the FYI Support Team
- Sending a Support Request from the FYI Drawer (in FYI, Outlook or Office)
- Sending a Support Request from the Client or Job Workspace, or from your Status Page
- Sending a Support Request from a Document List or Any Other FYI Screen
- Using the Submit a request Link in the FYI Help
Sending an Email to the FYI Support Team
You can contact the FYI Support Team at support@fyidocs.com.
Sending a Support Request from the FYI Drawer (in FYI, Outlook or Office)
Where the Support Request relates to a Document, Task, Job, Template or Automation Step, you can send a Support Request directly from the FYI Drawer. This automatically adds a link to the relevant Document, Task, Job, Template or Automation Step so that FYI Support have access to the specific area for which you are requesting support.
- Click the Support Request icon in the tools at the top of the drawer. The following is an example of the Support Request icon at the top of the Word document drawer.
The Support Request icon is also available from the FYI Drawer via the FYI Add-on from Office and Outlook.
- The Support Request opens in the drawer.
The Link is automatically added as the link to the relevant Document, Task or Job. - Enter the Subject.
- Enter any additional information in the Body.
Note: Screenshots cannot be pasted into the Body when sending a Support Request using this method. If you need to send FYI Support any images, send these from the Support ticket when the FYI Support Team reply to you. - Click Create.
The Support Request is sent to FYI. This will not show as an email or document in FYI.
The FYI Support Team will then respond to you by email.
Sending a Support Request from the Client or Job Workspace, or from your Status Page
The Support Request icon is also available in the Client workspace and Job workspace. This automatically adds a link to the relevant Client or Job so that FYI Support have access to the Client or Job for which you are requesting support.
- Click the Support Request icon which displays in the top right-hand corner.
- The Link in the Support Request is automatically added as the link to the relevant Client or Job.
- Add the Subject and additional information in the Body.
Note: Screenshots cannot be pasted into the Body when sending a Support Request using this method. If you need to send FYI Support any images, send these from the Support ticket when the FYI Support Team reply to you. - Click Create.
In the same way from your Status page, the Support Request icon displays above the Status information, The Link that is added is set to your Status page.
Sending a Support Request from a Document List or Any Other FYI Screen
You can also send a Support Request from a list or any other screen in FYI. This automatically adds a link to the relevant list or other screen so that FYI Support have access for which list or screen you are requesting support.
The Support Request is sent to the FYI Support Team. The FYI Support Team will then respond to you by email.
- Click the Help icon (the question mark in the top right-hand corner of the FYI menu).
- Select Support Request.
- The Link is automatically added to the relevant list or screen.
- Add the Subject and information in the Body.
Include any additional information such as if you have selected a specific View, included any additional columns, etc.
Note: Screenshots cannot be pasted into the Body when sending a Support Request using this method. If you need to send FYI Support any images, send these from the Support ticket when the FYI Support Team reply to you. - Click Create.
Using the Submit a request Link in the FYI Help
You can also click the Submit a request link at the top of the FYI Help. Refer to Support Requests and Signing up to the FYI Support page.