FYI Browser Extension

The FYI Browser Extension allows you to upload and file local and online PDF documents directly from your browser to FYI.

From the open PDF, you can access the FYI Browser Extension and use this to enter the filing details and file the PDF in FYI.

Supported Browsers

The FYI Browser Extension is compatible with:

  • Google Chrome
  • Microsoft Edge

The Browser Extension does not currently work with Firefox and you will not be able to login to FYI Browser Extension. 

Microsoft 365 administrator - Permissions Requested

We recommend that practices have a Microsoft 365 administrator install and log in to the FYI Browser Extension for the first time. When logging in, they are able to approve the permissions for all users in the practice. This saves users from having to do this individually when installing.

When installing, the Microsoft 365 administrator needs to ensure that they checkmark
Consent on behalf of your organization.

1715_FYI_Browser_Extension_permissions.gif

Installing the FYI Browser Extension

The FYI Browser Extension can be installed on the following browsers:

Note: If using multiple Profiles in Chrome or Edge, the installation and configuration instructions will need to be followed for each profile.

Google Chrome

  1. Download the FYI Browser Extension from the Google Store by clicking the following link:

    https://chrome.google.com/webstore/detail/fyi/bigeanjpbmfhjadahddjbahpemobpkja

  2. Click Add to Chrome.

    1703_Add_to_Chrome_FYI_Browser_Extension.gif

  3. When prompted Add FYI?  click Add extension.

    1699_Add_FYI_Browser_Extension.gif
  4. The extension is downloaded and automatically installed. When finished, in Chrome, the following displays.

    1700_FYI_Browser_Extension_added_to_Chrome.gif
  5. Follow the instructions below in Using the FYI Browser Extension to finish logging in and configuring the app.

Microsoft Edge

  1. Download the FYI Browser Extension from the Google store by clicking the following link:
    https://chrome.google.com/webstore/detail/fyi/bigeanjpbmfhjadahddjbahpemobpkja

  2. Click Get.

  3. You will be prompted to Allow extensions from other stores. Click Allow.

    1702_Allow_Extensions_from_other_stores_FYI_Browser_Extension.gif

  4. Click Add extension

  5. The extension will be installed. 

  6. Follow the instructions below in Using the FYI Browser Extension to finish logging in and configuring the app.

Using the FYI Browser Extension

The FYI Browser Extension icon displays at the top of the browser.

  1. Click this to log in.

    For Google Chrome, this appears as the following:

    1645_Chrome_Click_Extension_to_log_in.gif

    In Microsoft Edge you will need to click the jigsaw puzzle icon to see FYI:

    1645_Edge_Click_Extension_to_log_in.gif

    Permissions
    Currently, when using the extension for the first time, a permissions message displays and you need to accept this. In the future, this will be changed so your FYI Admin can accept this for your practice.

  2. You are prompted to log in with your Microsoft 365 login.

  3. A confirmation displays that you are signed in to FYI.

    1644_Chrome_logged_in.gif
  4. Right-click on the extension and click Manage Extension

  5. Ensure the option Allow access to file URLs is enabled.

    3069_FYI_Browser_Extension_Settings.gif

  6. Close the settings.

If you do not see the FYI Browser Extension
If you do not see the FYI Browser Extension, in Chrome check it has been pinned for quick access.
Click the Chrome Extensions icon, then click the Pin icon next to the FYI Extension.

1643_Chrome_Pin.gif

In Microsoft Edge you will need to click the jigsaw puzzle icon to see FYI. Click the three dots and select Show in toolbar

1645_Edge_Click_Extension_to_log_in.gif

Filing PDF Documents using the FYI Browser Extension

For details on filing PDF documents using the FYI Browser Extension, refer to Filing PDF Documents using the FYI Browser Extension.

If the Import Drawer does not display

If you have an issue where the Import drawer does not display when you have logged in, it is likely that you have the Adobe Acrobat Extension running. When the Adobe Acrobat Extension is running and Adobe Acrobat Extension has the PDF open, FYI cannot retrieve it with the FYI Browser Extension.

You need to disable the Adobe Acrobat Extension which will then allow the PDF to be filed with the FYI Browser Extension.

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