Administration
Configure FYI for your practice, including set up, migration of data, stationery and templates, and app integrations.
Practice Set Up
- Adding FYI Apps as a User from within Office and Outlook
- Adding the FYI Apps to Your Practice Office 365 Account
- How to check that FYI Add-ins for Office Products have been installed
- Preparing your Browser for FYI
- Supported Environments
- Configuring OneDrive & Office Upload Center to edit on the desktop
FYI Set Up
- Default Configurations
- Managing Cabinets
- Managing Categories
- Creating User Groups
- Confirm Active Users, Allocate a Group to each User, Add User
- Practice Settings
Migration
- Historical Documents - Discovery
- What data is migrated into FYI?
- How to convert your existing folder structure to FYI’s database filing system?
- Go Live Day
- Post Migration Admin
- Refiling Existing Documents
Migration Set Up
Stationery and Templates
Stationery and Templates for Email
Your FYI Account Set Up
App Integrations
Troubleshooting
- When opening Office desktop Word or Excel, I have to manually sign in each time
- FYI Add-in Error: Not responding
- Clearing Browser History and Hosted app data
- Earlier version of Office documents being saved back into FYI after editing on the desktop
- Cannot access a document in FYI
- Error: "Waiting for the machines to run. Email will be uploaded at next synchronisation"