DOCUMENT MANAGEMENT ADD-ONS
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      3. DOCUMENT MANAGEMENT ADD-ONS

      Connecting the FYI Add-on

      Integrating FYI and Connectworks

      You can integrate FYI with Connectworks to import documents related to an entity's governance. When changes are made in FYI, the documents are synced and automatically updated in the entity's Document tab in Connectworks.

      FYI set-up

      Before you begin, you must get the Secret and Access Key ID information from FYI.

      This one-off step can only be done by an FYI Admin or a user in a User Group with enabled Automation Permissions.

      1. In FYI, click the Automation menu option.
      2. Go to the Apps tab.
      3. Click the cog icon next to Connectworks to open the connection setting
      4. Click the Create New Secret button, and the follow-up popup will appear. 
      5. Per FYI's guidance, save the Secret Key ID in a secure vault within your firm. Copy the Access Key ID and the Secret Key ID, as these will be added to Connectworks when you add the Add-on. 

      Linking FYI to Connectworks

      1. Log into Connectworks and navigate to your firm admin tab.
      2. Select Add-ons from the top menu.
      3. Click Add add-on and select FYI from the drop-down list.
      4. In the initial set-up, you will enter the Region ID, Access Key ID, and Secret Key ID from FYI and click Connect.  

      Configure the Add-on

      Once connected, you will need to configure the add-on and specify the location of the documents you would like to appear in Connectworks. 

      1. Select the FYI Add-on

      2. Click on the cogs and select "Configure".

      3. Your firm has the flexibility to define the configuration for Companies and Trusts, allowing for the selection of up to two cabinets, or a combination of two cabinets along with categories and options.

      Please note that FYI does not allow the selection of a combination that includes one cabinet, a category and an option and then selecting one cabinet only. If you encounter this scenario, we recommend reaching out to our support team at support@connectworks.com for assistance with a suitable workaround.

      The following article will guide you through connecting existing clients to FYI.