Importing documents using OneDrive

When getting started with FYI and installing OneDrive  on your computer, FYI automatically creates a folder called FYI - My Imports. Files you add to this folder are automatically imported into FYI and displayed in your In Tray. There can be a delay of up to 10 minutes before files are imported automatically.

This feature is useful when scanning documents, uploading files in bulk, or saving files from third-party systems.

Accessing the FYI - My Imports folder

The FYI - My Imports folder is created in your OneDrive and is specific to each user.

If the folder is not displayed, ensure you have installed OneDrive on your computer.

Using the FYI - My Imports folder

Adding files

Files can be added to the FYI - My Imports folder in several ways:

• Drag and drop files on your computer into the folder.
• Save files directly into the folder from another application, for example, from scanning software.
• Print documents as a PDF, saving them directly to the FYI - My Imports folder.
• Copy files from a network location into the folder.

Document filing

When a document is imported into FYI from the OneDrive folder the following filing details will be selected:

• Name: The document name is set as the file name and file extension of the file that was imported. 
• Owner: The name of the user as per the OneDrive folder location.
• Filing Status: Set to Draft Filed.
• Cabinet and Categories: Set to the AutoFile filing defaults.

Imported files

After documents have been imported:

• Documents display in your FYI In Tray.
• Files will be removed from the FYI - My Imports folder and added to the FYI - Processed folder in OneDrive. FYI automatically creates this folder.
• Documents are retained in the FYI - My Imports folder for 14 days as a backup and are then automatically deleted.

Syncing files manually

You can sync files from your FYI - My Imports folder immediately from the In Tray to import files immediately. 

1. In FYI, select Home, then In Tray.
   
2. Select FYI - My Imports in the top-right corner. The sync starts, and the option remains disabled until the process finishes.
   
3. When the import finishes, FYI displays the number of files imported.
   
4. After the import finishes, file the documents from the In Tray. You can update the filing details of individual documents or bulk update filing details.