Install the FYI Outlook and Office Apps

Before your team can start using FYI, the FYI Apps must be added to your practice Office 365 account for both Outlook and Office. This will allow you to take advantage of the deep integration between FYI and Microsoft, and begin to autofiling your emails.

During the installation, you will be able to select whether to install the apps for the entire organisation, or individual users only.


Before you begin

Before getting started, please make sure you have completed the following steps to set up your computer, ready to use with FYI:

  • Configure your Outlook settings.
  • Configure your OneDrive.
  • Prepare your browser.

Refer to Optimising your computer for use with FYI.

Install the FYI Outlook and Office Apps

You can install both the Outlook and Office apps from the Welcome screen. Click on the FYI for Outlook and FYI for Office icons. A new tab will open the Microsoft Store. Click Get it now to begin the installation process.

For detailed instructions, refer to Adding the FYI Add-ins to Your Practice Microsoft 365 Account.

Once you have installed the apps, click Next to continue the Onboarding process, and integrate with your chosen practice management platform

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