Adding the FYI Add-ins for Office and Outlook

FYI is deeply integrated with Microsoft 365 to deliver automation such as email auto-filing.

Business Standard is the minimum requirement. 

The FYI Add-ins enable the key features of FYI to be available in Microsoft 365 Outlook, Word, Excel and PowerPoint.

Options for adding FYI Add-ins

There are two options for adding FYI Add-ins:

• Add the FYI Add-ins to your Practice Microsoft 365 Account
• Add the FYI Add-ins as a User from within Office and Outlook

Optimising your Computer for FYI

Before getting started, please make sure you have completed the following steps to set up your computer:

1. Configure your Outlook settings for FYI.
2. Configure your OneDrive for use with FYI.
3. Prepare your browser for FYI.

Refer to Optimising your computer for use with FYI.

Adding the FYI Add-ins to Your Practice Microsoft 365 Account

The FYI Add-ins can be added to your Practice Microsoft 365 Account. You must be a Microsoft 365 Administrator for your practice to complete this function on behalf of other users.

This is a mandatory step that must be completed before your team begins using FYI.

1. Go to https://appsource.microsoft.com and locate the FYI Add-ins in the Microsoft store.
2. Install FYI for Outlook.
3. Install FYI for Office.

For details, refer to Adding the FYI Add-ins to Your Practice Microsoft 365 Account.

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

The FYI Add-ins can be added by individual users from within Office and Outlook. This option can be helpful if a small group of users want to try FYI before onboarding the entire practice.

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

Checking your FYI Add-ins are Installed Correctly

To check that your FYI Add-ins are installed correctly, ensure you can access the Drawer in both Office and Outlook. 

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

The location of the icon will depend on the version of Office installed on your machine. 

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/Forward buttons
• Under the More Actions menu, accessed by clicking the three dots (...)
• In the Apps menu
  

Refer to Displaying the Drawer in FYI, Outlook and Office.