Configuring OneDrive for use with FYI

To enable seamless editing of Office documents in FYI, OneDrive must be installed and configured correctly on each computer. This ensures users can open, edit, and synchronise documents between FYI and their desktop Office applications.

An IT administrator may need to assist with installing or configuring OneDrive, particularly on computers managed by the practice. If you work from a home computer, you may need to complete these steps yourself or contact your IT administrator for assistance.

Using OneDrive with FYI

FYI uses OneDrive to support desktop editing of documents while maintaining cloud-based storage and synchronisation.

• OneDrive synchronises documents between FYI and your computer.
• You can open and edit documents using desktop Office applications.
• Changes made in desktop Office applications are synchronised back to FYI.

All FYI users who need to edit documents using desktop Office applications must have OneDrive installed, signed in, and running on their computer.

Before you begin

Before configuring OneDrive for FYI, confirm the following:

• You have access to FYI.
• You have a Microsoft 365 account.
• You can sign in to OneDrive using the same Microsoft 365 account used to access FYI.
• If OneDrive is already installed, confirm that it is the current sync app. Otherwise, follow the installation steps below.
• If an older OneDrive sync app is installed, it may need to be uninstalled, and the latest version installed.

Setting up OneDrive

Install OneDrive

If OneDrive is not already installed on the computer, install the current OneDrive sync app.

Use the installation instructions for your operating system:

• Windows: Download and install OneDrive from the Microsoft OneDrive Download page.
• Mac: Follow Microsoft's guidance for syncing files with OneDrive on macOS and install the OneDrive sync app.

Follow the Microsoft installation prompts to complete the installation.

Sign in to OneDrive

 After installing OneDrive, sign in using your Microsoft 365 account.

1. Open OneDrive on the computer.
2. Enter the Microsoft 365 email address used to access FYI.
3. Select Sign in.
4. Complete the OneDrive setup prompts.
5. Confirm that the OneDrive icon displays in the Windows taskbar or Mac menu bar.

Confirm OneDrive configuration

Before editing documents from FYI, confirm that OneDrive is ready to synchronise files.

1. Confirm OneDrive is open and running on the computer.
2. Confirm you are signed in with the correct Microsoft 365 account.
3. Confirm OneDrive displays as up to date.
4. Confirm you can access your OneDrive folder from File Explorer on Windows or Finder on Mac.
5. In FYI, open My Settings, select the Status tab, and confirm the OneDrive connection does not display an error.

To begin editing documents in FYI using OneDrive, refer to Editing documents in FYI and Finish editing documents.

FYI uses specific OneDrive folders for editing and importing documents.

If the document does not open or the changes do not synchronise, follow the troubleshooting steps for editing Word and Excel documents on the desktop using OneDrive.

OneDrive must remain open and signed in while users edit documents from FYI using desktop Office applications. If OneDrive is closed, signed out, or paused, documents may not synchronise between FYI and the user’s computer until OneDrive is running again.