Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
You can integrate FYI with The Gap Portal to automatically import emails and documents from this third-party app provider for your clients.
Connect The Gap Portal to FYI
You need to obtain the FYI Access Keys that will be put into your firm settings in The Gap Portal to connect to FYI. The Gap Portal can then file emails, attachments, and documents to FYI.
- From FYI, click the Automation menu option.
- Go to the Apps tab.
- Locate The Gap (Portal) app, and click the cog icon to open the settings.
- In The Gap (Portal) Integration panel, click Create new secret. This will generate a new Access Key ID and Secret Key used to connect to FYI.
- The Access Key Secret will be displayed. Click the clipboard icon to copy the key and paste it to The Gap or a secure location, for example, a vault.
Important: You will only be able to view the Secret key the first time this window is displayed. If the Key is required again, you will need to disconnect your integration and request a new Key before you reconnect your integration.
- The Access Key ID will be displayed. Click the clipboard icon to copy and paste the information to The Gap or a secure location.
- Optionally, you can select the Cabinet and Categories used as the AutoFile Defaults if you don't select a client when filing an email or document from The Gap Portal to FYI. If you set up the AutoFile Defaults, the document will not first go to a user's In Tray.
It's recommended to set up a cabinet in FYI called Business Development, where all documents and emails are filed for easy search functionality.
For details on how to set up the integration in The Gap Portal, refer to The Gap's article Filing Documents to FYI.