Overview: The Active - FYI integration allows users to seamlessly search and link/copy 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.
Please refer to the Glossary for definitions of key terms used in this article.
Please see the video demonstration below on how to set up the FYI Integration.
Setting up the integration
Note: 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 in Active Workpapers.
Part 1: Obtaining the access key ID and the secret key from FYI
Click the Automation menu option in FYI
Click the Apps tab
Click the Active by Business Fitness cog icon to edit the integration
Click Create new secret
The secret key will be displayed in a pop-up. Click the clipboard icon to copy the key and paste it into Active Workpapers or a secure location, for example, a vault
Note: 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 the integration, request a new key, and reconnect your integration.
Click Done once you have saved the secret key to a secure location
The access key ID will be displayed. Click the clipboard icon to copy the key ID and paste it into Active Workpapers or a secure location, for example, a vault
Note: For this integration, the AutoFile defaults in FYI may be disregarded.
Part 2: Integrating the secret key in Active Platform
In Active, go to the Admin Centre and click on Integrations
Locate the 'FYI Docs' integration option and click Configure
Enter the 'Access ID' and 'Access Secret' copied from FYI and click Save and Close
Select your FYI location from the dropdown, as below
The 'Binder Link Setting' option controls whether URLs for binders created in Active are automatically posted to FYI. Enabling it makes binder links visible in FYI, but it's optional and off by default.
Note: The above setting will only apply to new binders created in Active. For any existing binders, you can copy the URL at the top after opening the binder and create it in FYI manually.
An example of the URL created in FYI
Select your FYI 'Default Cabinet For Exported Binder Zip File'.
Select your Document linking Option.
How to use the integration
a) Linking/Copying 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.
If you have selected 'Copy documents from FYI' in Step 7 under 'Document linking Options', the documents inserted from FYI will be copied and hosted in Active instead of creating a hyperlink. You will need to ensure that if any versioning/changes are made to this document in FYI, that you delete and reinsert the document in Active to ensure consistency.
b) Exporting completed binders
For information on how to export a completed binder, see the knowledge article: How to complete and export a binder.