In order to seamlessly edit Office documents, OneDrive must be installed and configured correctly for FYI on each computer. This configuration must be made when you first start using FYI, to ensure you can fully utilise FYI’s document automation features.
Once installed, log into OneDrive using the account of the user that will be logging into FYI using that computer.
Note: The installation configuration, and adjusting the OneDrive settings, is commonly done by an IT person/administrator for each computer within your practice, so this may only be needed on a computer you are using at home.
OneDrive is Microsoft's service for hosting files in the "cloud". It is available for free to all owners of a Microsoft 365 account.
With OneDrive, you can sync files between your computer and the cloud, so you can access your files from anywhere. You can work with your synchronised files directly in File Explorer and access your files even when you’re offline. Whenever you are online, any changes that you or others make will synchronise automatically.
FYI leverages OneDrive to give users rich desktop editing functionality despite being a cloud application. Therefore, it is critical to get OneDrive configured correctly in order to get the most from FYI
If you do not have OneDrive Installed
If you do not have Windows 10 or Office 2016, install the Windows version of OneDrive. Use this link to go to the Microsoft OneDrive Setup application - https://go.microsoft.com/fwlink/p/?linkid=844652.
If you already have OneDrive Installed
Microsoft is transitioning from the old "OneDrive For Business" to a new version "OneDrive". Occasionally Windows desktop computers have "OneDrive For Business" installed, it will need to be removed. Refer to this link for instructions from Microsoft on how to update OneDrive Office 2016 and stuck at opening files from OneDrive folder
If you are getting an error when opening documents for Edit in Desktop
If you are getting an error "Sorry we couldn't find 'https://...." when opening documents for Edit in Desktop, refer to the FAQ In FYI "Sorry we couldn't find 'https://...." when opening documents for Edit in Desktop and for OneDrive Syncing.
You may need to check if OneDrive is often or permanently syncing and check if it is up-to-date. Refer to How to check if the OneDrive is permanently or often syncing.