FAQs
Check here for answers to Frequently Asked Questions
About your 30-day Free Trial
- What can I do in FYI during the 30-day trial?
- What are the pre-requisites for FYI?
- What happens when the trial period ends?
- How do I know which plan is right for my practice?
- How do I update or add my Payment Details to pay for my FYI plan?
- Do I have to commit to a long-term contract?
Installation and Integration
- Chrome Browser no longer offering to remember application link associations
- Is FYI cloud based?
- I have the costs as $50 full product per user per month and $25 just DMS. Is that correct?
- How much storage space for data do we have? Are there any limitations on document numbers or total size?
- How do I install FYI onto my computer?
- How do I clear the Error when starting the FYI for Outlook Add-in?
Migration
- How does the ‘resolve unmatched clients’ routine work?
- How to share a folder in Dropbox?
- How to share a SharePoint folder?
- How to share HandiSoft historical documents?
- How can we incorporate a partial migration into the trial?
- How do I Migrate Emails to Outlook?
Login
- Why I am being logged in automatically as a different user?
- Can FYI be used on a mobile device?
- Multi-Factor Authentication & FYI
- When logging in, why do we get the error "We could not find a user for your email error"?
- If I leave FYI inactive, am I automatically logged out and how can I change the length of the timeout?
- How do I login as a different user in FYI? Why am I automatically logged in as the same user?
Emails and Documents
- Why can't I see the File button in my In Tray?
- How to maintain email thread name?
- Why do the previous client details populate when I open another document?
- How do I update edited documents in Dashboard - My Edits?
- Why is the Preview pane not showing the Document contents?
- Why is my Preview showing a different date and time?
Emails
- Why are Emails I edit in Outlook not updating in FYI?
- Why is my Preview Outlook/drafts in Outlook pulling in incorrect data?
- Why are emails being automatically filed to the incorrect Cabinet or Category?
- When we are generating a new email is it best practice to start this in Outlook or FYI?
- What happens if more than one user receives the same email?
- What is the difference between the blue and white envelope icons that display in lists for emails?
Documents
- Why does a word document have a Draft icon when it is created using a Stationery?
- Missing columns from your Recent Document View
- How do I import documents in .zipped file (.zip) files?
- Can I save new versions of a document (eg, so I can revert to or review a previous version if necessary)?
- Can I retrieve files saved in FYI from within the MS Office program, or do I have to find them in FYI and then open them to launch Office to edit?
- Is there any ability to share documents with clients in a secure manner?
Search and Retrieval
- Does FYI automatically clear the search criteria when you leave a screen?
- Does FYI support searching by 'starts with' as well as searching by 'contains'?
- Can I view clients’ documents in organised folders that reflect the cabinet filing structure?
- Is Client Group always an option when searching and filtering?
- Is there a time out when searching, for example when a complex search is run?
- How fast can I expect search results to be returned, eg. for a search for a client, group or job plus one or two other metadata criteria?
PDFs
Automation and OneDrive
- Which Plan is Required for Adobe Sign and DocuSign to work with FYI?
- Configuring the Office Upload Center for use with FYI
- How to share a folder in OneDrive?
- How do I trouble shoot OneDrive for use with FYI?
- Why is my OneDrive FYI - Processed folder not showing?
- Troubleshooting OneDrive for use with FYI
Xero Practice Manager Integration
- How often are clients, jobs and staff synchronised from XPM?
- How often does the synchronisation of XPM clients and staff happen?
- How do I manage users?
- How do I add a Client, and add a Client to a Group?
- Is there an option to integrate with XPM Jobs and file documents at a job level?
- If I select to view a Client Group in the Clients Jobs tab, will that show all Jobs across the group?
Xero Ledger Integration
Jobs
Security and Certification
- Are AWS servers used in Australia and does this comply with Australian Privacy law?
- What redundancy measures do you have in place?
- Is there security available to limit staff access to a specific client, other than through user groups?
- Does FYI comply with privacy requirements including GDPR?
- Can access to FYI be IP locked to stop documents being downloaded onto non company computers?