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  1. FYI
  2. Administration

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
See all 8 articles

FYI Set Up

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

Refiling Documents and Export

  • Bulk Export
  • Refiling Existing Documents (Refile)

App Integrations

  • Xero Integration
  • Microsoft 365 Integration
  • Zapier Integration
  • BGL Integration
  • NowInfinity Integration

Your FYI Account Set Up

  • Selecting your FYI plan
  • Subscribing to an FYI Plan
  • Changing your Billing Details

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
FYI