FYI + Microsoft 365

FYI leverages Microsoft Windows user authentication, which is trusted globally for its high standard of security and reliability. Login to FYI using your Microsoft 365 credentials – there’s no need to remember yet another username and password.

Forget wading through your inbox to manually file or forward emails internally. Let FYI auto-file client emails as soon as they hit your inbox, making them – and any documents attached – immediately accessible to your team. Once filed, emails in a thread are automatically linked in FYI.

Automatically import client meetings from your Outlook calendar, and file them in FYI as meeting records.

File an email and attachments in just a few clicks, from Outlook on your desktop or online. Add a comment to share with your team or delegate a task without having to forward emails internally.

Create a task, initiate a workflow, or record time without leaving the Word, Excel or PowerPoint document you are working on, on your desktop or online.

Create and edit documents seamlessly – on your desktop or in your browser.

FYI’s seamless integration with OneDrive means there is no need to send sensitive documents via email. Instead, send clients an email with a link to the documents and two-step verification to keep access secure. Clients login using their email account, making it easy to use – no separate login required.

Receive notifications from FYI via Microsoft Teams, as an alternative to email. Get notified when a task has been assigned or completed, or when you are mentioned in a Comment on a document.

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