Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
The following is a summary of all the OneDrive folders that are used in FYI.
OneDrive Folders available to all users
|
OneDrive Folders |
Function |
Detailed Steps |
| FYI - My Edits |
Editing This holds a copy of any documents being edited. When the user clicks "I am finished editing", the copy of the document is automatically removed from the OneDrive FYI - My Edits folder. |
Opening, Editing and Finish Editing Documents |
| FYI - My Imports |
Automatic Import to User's In Tray When users add files to their FYI - My Imports folder they are imported as FYI documents, added to the user's In Tray, and automatically filed. They are then automatically moved to the OneDrive FYI - Processed folder. |
Using OneDrive FYI - My Imports to Automatically Import to your In Tray |
| FYI - Processed |
Automatic Import to User's In Tray When documents have been imported from a user's FYI - My Import folder the are moved to the FYI - Processed folder as a backup in case any unexpected issues occur |
Using OneDrive FYI - My Imports to Automatically Import to your In Tray |
Practice-wide OneDrive Folder
The following are the practice-wide OneDrive folders, as set up by an FYI Admin.
These also need a structure set up for your practice for the sub-folders. These functions are only available to FYI Admins, or where relevant, where a user is in a User Group with additional access enabled.
Refer also to Link your Practice's OneDrive Admin Account.
|
OneDrive Folders |
Function | Setting up the OneDrive folder structure in FYI |
Detailed Steps |
|
FYI - Clients Then sub-folders with the "Client Name", then sub-folders under this as per the Share structure set up for your practice. |
Collaborate Share documents with clients and Co-Edit with Client |
Automation - Processes - Collaborate - Share tab Must have Client Name as the first level |
N/A - Legacy Collaborate is no longer supported. |
|
FYI - Clients Then sub-folders with the "Client Name", then sub-folders under this as per the Share structure set up for your practice. |
Share OneDrive Folders with the client |
As above Automation - Processes - Collaborate - Share tab Must have Client Name as the first level |
N/A - Legacy Collaborate is no longer supported. |
|
FYI - Clients Then sub-folders with the "Client Name", then a folder Upload under these. |
Share Upload Folder with client |
As above Automation - Processes - Collaborate - Share tab Must have Client Name as the first level. |
N/A - Legacy Collaborate is no longer supported. |
|
FYI - Co-Edits Sub-folders under this as per the Co-Edit structure set up for your practice. |
Co-Edit (internal documents) |
Automation - Processes - OneDrive - Co-Edit tab Must have Cabinet as the top-level. If needed, you can then apply the same security that you have for your Cabinets in FYI to your OneDrive folders. |
Configuring your Settings to Co-Edit Documents with your Team |
|
FYI - Export Sub-folders under this as per the Export structure set up for your practice. The recommended structure is Client / Year / Cabinet. |
Bulk Export |
As above The recommended structure is Client / Year / Cabinet. |
Bulk Export OneDrive |