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
Stationery and Templates
- Overview of Stationery, Templates and Merge Fields
- Creating Stationery for Word
- Creating Templates for Word, Excel or PowerPoint
- Creating Stationery and Templates for Word with Merge Fields
- Creating Templates for Excel with Merge Fields
- Including Advanced Tax-Related Merge Fields in Word and Excel Templates
Stationery and Templates for Email
Refiling Documents and Export
App Integrations
Your FYI Account Set Up
Troubleshooting
- Optimising Remote Desktop to work with FYI
- When opening Office desktop Word or Excel, I have to manually sign in each time
- 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
- Changes made offline to a PowerPoint file not saved to FYI
- Error message "Incorrect username or password" when logging in
- Cannot create a word document, it just seemed to hang