Administration
Configure FYI for your practice, including Set up, App Integrations, Templates and Migration.
Practice Set Up
- Configuring OneDrive & Office Upload Center to edit on the desktop
- 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
FYI Set Up
- FYI Sales Presentations & Tools
- Default Configurations
- Managing Cabinets
- Managing Categories
- Creating User Groups
- Confirm Active Users, Allocate a Group to each User, Add User
Your FYI Account
Migration
- Historical Documents - Discovery
- What data is migrated into FYI?
- How to migrate your client data using S3 Browser
- How to install SugarSync, sync and share
- Post Migration Admin
- Resolving Unmatched Clients
Stationery and Templates
Stationery and Templates for Email
App Integrations
Troubleshooting
- Documents with errors in the Office Upload Center are not syncronising
- Cannot access a document in FYI
- When opening Office desktop Word or Excel, I have to manually sign in each time
- Error: "Waiting for the machines to run. Email will be uploaded at next synchronisation"
- Uninstalling FYI Desktop for Windows
- Changes made offline to a PowerPoint file not saved to FYI