Administration
Set up and configure FYI.
User Setup
Practice Setup
Setting up your FYI Account
Practice Settings Admin
Practice Settings Documents
Refiling Documents and Export
AutoFile, Client and Practice Filing Defaults
Practice Maintenance
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 - FYI Desktop App
FAQs - Merges, Splits and Franchises
- We are merging with another practice. How can we bring the FYI information in the two practices together?
- Exporting Data for a Partner Split
- 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
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?