Adding FYI Add-ins as a User from within Office and Outlook

The following are the steps required to add the FYI Add-ins from Microsoft Outlook and Office as a user. This can be used, for example, if you or a small group of users want to initially trial FYI, or this may only be needed on a computer you are using at home.

To make the apps available for all users, the Microsoft 365 administrator for your practice can add the FYI for Office and the FYI for Outlook apps to your Practice Microsoft 365 account. Refer to Adding the FYI Add-ins to Your Practice Microsoft 365 Account.

Adding the FYI Add-in for Outlook

Microsoft 365 - June 2023 Update

1. In Outlook, click the Home tab and the Get Add-ins option on the ribbon. If this option is displayed, click on an email thread.
   
   
   
   
2. Search for FYI.
   
   
3. Click the Add button.
4. Click Continue to the Licence Terms and Privacy Policy.
5. By default, the Add-in will be pinned for easy access on emails, but if not set automatically, click Pin Add-in.
   
   
6. The Add-In will be added to Outlook.

For more information on pinning actions to emails refer to the Microsoft article Using add-ins in Outlook.com

Microsoft 365 - Older versions

1. In Outlook, click the Home tab and the Get Add-ins option on the ribbon.
2. Search for FYI.
   
   
3. Click Add button.
4. The Add-In will be added to Outlook.

Adding the FYI Add-in for Office

1. Go to the Insert tab on the ribbon and click on Get Add-ins
   
2. Search for FYI.
3. Click the Add button
   
4. A message will be displayed to confirm the Licence terms and Privacy Policy. Click Continue
5. The add-in will be displayed in the side drawer. Follow the prompts to log in to FYI.

For information on how to check that the FYI Add-ins have been installed, refer to How to check that FYI Add-ins for Office Products have been installed.

Note: You must be logged into Office and Outlook using the same account as the FYI user account to file emails.