My Imports

The My Imports process checks for any files that a user has added to their FYI - My Imports OneDrive folder. Whenever files are added to this folder, FYI detects this and automatically imports them.

The files are imported as FYI documents, added to the relevant user's In Tray, automatically filed and then removed from the user's OneDrive folder. Refer to Using OneDrive FYI - My Imports to Automatically Import to your In Tray.

Setting up the Process to Import

  1. From FYI, click the Automation menu option.
  2. Go to the Processes tab.
  3. In My Imports click the cog icon to edit this process.

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The Trigger is "New Document".

The Filter for this process is "Document Source is FYI - My Imports".

To make this process active, change the Status to "Active".

The Owner is set by default as the user who made the process active and this can be changed if required. If the process fails, an email will be sent to this user as a notification. You can set this as "Me" to set yourself as the owner.

Start From allows you to enter the date from which you want to start retrieving the documents. If you enter a date in the past, this will import documents from that date, This will only import documents that have not already been imported.

Note: If you need to reset the process, for example, if the step was deleted, click Reset. This will restore the process back to the default configurations. 

Process Step

The Alter Document step to import from FYI - My Imports is enabled for AutoFile, meaning the document will be automatically filed in FYI. Refer to AutoFile Settings and Defaults.

This can be disabled to manually set the filing defaults if required.

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