Why do I have to login to the FYI Add-in continuously when using Office?
I am having to continuously login to the FYI Add-in when using Office or Outlook. This is regardless of whether the FYI Drawer is pinned or not.
This may be caused by your browser clearing your cookies automatically.
Check the help for the browser you are using. You can search for something like "chrome clearing cookies automatically" For example, the following is the Chrome help which gives the details for Chrome https://support.google.com/chrome/thread/2125707?hl=en
Start a free trial, navigate FYI, learn the essentials.
Access our library of video tutorials, training webinars and masterclasses.
Configure FYI, migrate your documents and onboard your team.
Setup and configure users, practice settings, manage your FYI plan and more.
Ready-to-go automations for a range of processes used in practices.
automation, merge fields, new collaborate, tasks, my imports