Configuring your 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 setup ensures users can fully utilise FYI’s document automation and desktop editing features. 

Note: This configuration is typically completed by your practice’s IT administrator. If you are working on a home computer, you may need to complete these steps yourself.

How FYI works with OneDrive

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

• Documents are synced between FYI and your computer using OneDrive.
• Users can open and edit documents using desktop Office applications.
• Changes are synchronised between FYI and OneDrive.

Configure OneDrive for FYI

Install OneDrive

If OneDrive is not already installed on your computer, complete the following:

1. Windows - Download and install OneDrive from the Microsoft OneDrive Download page.
2. Mac - Review system requirements and install OneDrive using the Sync files with OneDrive on macOS guide.

Sign in to OneDrive

1. Open OneDrive on your computer.
2. Sign in using the same Microsoft 365 account used to access FYI.
3. Complete the setup prompts to finish the sign-in process.

Ensure you are using the correct OneDrive version

Ensure you are using the current version of OneDrive. Older versions may not support FYI functionality correctly. If an older version, such as OneDrive for Business, is installed, it may need to be updated.

1. If an older version is installed, uninstall it from your computer.
2. Install the latest version using the official Microsoft download links above.

If you experience issues with OneDrive syncing or opening documents from FYI, refer to the following articles:

• How to check if the OneDrive is permanently or often syncing
• In FYI "Sorry we couldn't find 'https://...." when opening documents for Edit in Desktop and for OneDrive Syncing
• Error FYI-2180: "Document cannot be located" when using FYI Desktop App

Once configured, OneDrive enables desktop editing and supports document synchronisation between FYI and your computer.