Administration

Practice Set Up

• Preparing your Browser for FYI
• Supported Environments
• Logging into FYI with an Email Alias set up using Magic Link
• Setting up an External User for FYI (IT Admin or Consultant)
• Optimising Remote Desktop to work with FYI

FYI Set Up

• Managing Cabinets
• Managing Categories
• Managing User Groups
• Managing Users
• Practice Settings
• Individual Settings and Status

AutoFile, Client, User and Practice Filing Defaults

• AutoFile Settings and Defaults
• Setting Filing Defaults for a Client
• Setting Defaults and Filing Defaults for your Own Login - My Settings
• Setting Filing Defaults for your Practice

Refiling Documents and Export

• Bulk Export
• Refiling Existing Documents (Refile)

Setting up your FYI Account

• Subscribing to an FYI Plan
• OneDrive Admin Account
• Changing your Billing Details

Troubleshooting

• Issues Configuring FYI for Enterprise Practices
• "Error assigning cabinet", "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
• "Incorrect username or password" when logging in
• "User with email ... already exists" when adding a user

FAQs - Practice Setup

• How can I change the order in which Categories or Category Options such as Year, display in the drawer and Filter Drawer?
• When deleting a Cabinet, why do I get a message about documents, users and clients assigned to the Cabinet?
• Is there security available to limit staff access to a specific client, other than through user groups?
• Can access to FYI be IP locked to stop documents being downloaded onto non company computers?
• Can I move a Category to a different Cabinet?

FAQs - Merges, Splits and Franchises

• We are merging with another practice. How can we bring the FYI information in the two practices together?
• How do we export or import data for a practice split or a practice merger?
• I have access to two XPM accounts. How do I access these as two FYI accounts and can I use an alias in FYI?

FAQs - Domains and Tenants

• My practice is renaming our domain. How do I update our login details to the new addresses?
• My Practice is changing our Microsoft 365 Tenant. What do we do in FYI?

FAQs - Data, Archive, Bulk Export

• Where are the emails and documents being saved to?
• Where is the data located? Is it part of Microsoft 365 or something else?
• How is our data backed up, how often and how can we retrieve it?
• Is there an archive ability for documents after a particular time, say seven years and is this global or refinable?
• Can I bulk export my documents including metadata if I want to leave FYI?

FAQs - Security and Certification

• How Secure am I when working from home?
• Where are the FYI servers hosted and are you compliant with privacy law?
• What redundancy measures do you have in place?
• Does FYI comply with privacy requirements including GDPR?