Administration
Set up and configure FYI, stationery, templates, app integrations and automations.
Practice Set Up
- Configuring your OneDrive for use with FYI
- Adding the FYI Apps to Your Practice Microsoft 365 Account
- Adding FYI Apps as a User from within Office and Outlook
- How to check that FYI Add-ins for Office Products have been installed
- Preparing your Browser for FYI
- Supported Environments
FYI Set Up
Refiling Documents and Export
App Integrations
Your FYI Account Set Up
Troubleshooting
- Optimising Remote Desktop to work with FYI
- Changes made offline to a PowerPoint file not saved to FYI
- Cannot create an Office document, it just seemed to hang
- Error "You do not have access to this document" or "This document is saved to a secure cabinet or secure client" when filing an email or document
- Error "Incorrect username or password" when logging in