Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
The FYI Add-ins enable key FYI features directly within Microsoft 365, including automatically filing emails, accessing documents, and working with the FYI Drawer from Outlook and Office applications.
This article explains how to install the FYI Add-ins for Microsoft Outlook and Microsoft Office applications such as Word, Excel, and PowerPoint.
Note: A Microsoft 365 Business Standard licence, or higher, is required to use the FYI Add-ins.
Installing the FYI Add-ins
There are two ways to install the FYI Add-ins.
To make the FYI Add-ins available to all users, practices should install the Add-ins using the Practice Microsoft 365 administrator account. This is the recommended option for a full practice rollout.
Installing the Add-ins individually is recommended only when trialling FYI before the full practice deployment.
The FYI Add-ins can be installed using the Practice Microsoft 365 administrator account. The user completing this function on behalf of other users must be a Microsoft 365 Administrator for the practice.
Note: This is a mandatory step that must be completed before practice users begin using FYI.
- Go to https://appsource.microsoft.com and locate the FYI Add-ins in the Microsoft Store.
- Install the FYI Add-in for Outlook.
- Install the FYI Add-in for Office.
Refer to Adding the FYI Add-ins to Your Practice Microsoft 365 Account.
The FYI Add-ins can be installed by individual users from within Office and Outlook. This option can be helpful where a single user wants to try FYI before onboarding the entire practice.
Refer to Adding FYI Add-ins as a User from within Office and Outlook.
Checking the FYI Add-ins Are Installed Correctly
To confirm the Add-ins are installed correctly, check that users can access the FYI Drawer in both Office and Outlook.
Note: Users must be logged into Office and Outlook using the same account as their FYI user account to file emails.
The location of the FYI icon will depend on the version of Office installed on the user's computer.
For example, the icon could be located in any of the following places:
- In the Ribbon bar
- At the top of the email near the Reply, Reply All, or Forward buttons
- Under the More Actions menu, accessed by clicking the three dots (...)
- In the Apps menu
If the FYI icon does not display, select an email in Outlook and confirm the Outlook Reading Pane is turned on. Refer to Displaying the Drawer in FYI, Outlook and Office.
If the FYI icon still does not display, refer to Why does the FYI Drawer icon not appear in Outlook or is greyed out?.
Optimising Your Computer for FYI
After installing the FYI Add-ins, all users of FYI should complete the following steps to optimise their computer for FYI.
- Configure the Outlook settings for FYI.
- Configure OneDrive for use with FYI.
- Prepare the browser for FYI.