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?
- Do I have to commit to a long-term contract?
- Can we have a mixed subscription with FYI?
Installation and Integration
- How to install SugarSync, sync and share?
- 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 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- How to share HandiSoft historical documents?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?
- How can we file historical Outlook emails in FYI, for each employee, and where some emails go back a number of years?
Login
- 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?
- Can I use a single login to access two separate accounts in FYI?
Emails and Documents
- Where does FYI picks up the Salutation/Addressee from when creating letters?
- Can administrators check back in files checked out to other users?
- Why is Preview or Full Screen not formatting documents correctly?
- How can we categorise documents within a work type (for example invoices) that relate to different contractors?
- How can we store non-client documents in FYI?
- What is the default number of documents displayed on a page and can I change this?
Emails
- When we are generating a new email is it best practice to start this in Outlook or FYI?
- If more than one user receives the same email, will FYI add them as duplicates?
- What is the difference between the blue and white envelope icons that display in lists for emails?
- Why is the Pin icon not available in the FYI Drawer in Outlook?
- How can I automatically add my signature information to an Email?
- Can we file an email and include and save the attachments within the email, rather than filing each attachment as a separate item?
Documents
- 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?
- How do I insert text from a template into a Word document when also using a Stationery?
- How do I insert a signature into documents (such as engagement letters) that are approved or ready to approve?
- How can I stop the message "Open Office (desktop)" displaying?
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
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?
- How do I delete inactive users in FYI?
- Is there an option to integrate with XPM Jobs and file documents at a job level?