Article Objective: To assist admin users in navigating the Active Platform to set up and use the Active - FYI integration.
Context: The Active - FYI integration allows users to seamlessly search and link documents from FYI directly within Active Workpapers, thus eliminating the need to switch between applications. Additionally, the integration enables users to export finished binders as Zip files directly to FYI, bypassing the manual process of downloading and uploading completed binders. This streamlined workflow not only saves time but also minimises the likelihood of errors.
TABLE OF CONTENTS
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Step-by-step guide
Please note that to set up this integration, users need to have administrative access to both systems.
Once an administrator has finished setting up, the integration becomes available for all users to access and utilise on workpapers.
Part 1: obtaining the access key ID and the secret key from FYI
Part 2: integrating the secret key in Active Platform
How to use the integration
Linking source documents
For information on how to link FYI Docs, see the 'Linking a document' section in the knowledge article: How to link various records to a binder.
The only difference to the article is that you would select Add from FYI and select documents that way, instead of dragging and dropping documents using the Upload Docs feature.
Exporting completed binders
For information on how to export a completed binder, see the knowledge article: How to export a binder.