The Gap integrates with FYI so you can easily file your portal emails, attachments and documents.
To set up and use this integration, follow the steps below.

1. Log in and click on the padlock icon in the top right of your dashboard.

Note: If you can’t see the padlock icon, you don’t currently have Administrator rights to sync the portal to FYI.  Your Portal Administrator can edit your user type to Firm Admin or complete the FYI integration process for you.

2. Navigate to the Admin Area > Firm Settings tab. Click on the Connect to FYI button.

3. Input your FYI Settings

To find your Access Key ID and Access Key Secret, please follow the steps in this FYI help article.

Integration Option 1: set up a BCC Email Address that is an active FYI user (recommended)

Autofile emails to FYI by adding the email address of your practice’s FYI OneDrive Admin User or any active FYI user into the 'BCC Email (Optional)' field. By default, all emails sent via the portal will BCC this address.

The next time you 'Complete' a document that can be sent via email from The Gap you will notice a new 'BCC FYI' checkbox. This will be checked by default, but you can uncheck it as required.

For documents that cannot be emailed via The Gap, simply follow the on-screen prompts to file the document.
Note: If you do not select a client to file a document against, it will automatically file to the defaults you have set up in FYI - please see step 5 in this FYI help article.

Integration Option 2: file emails and documents manually to FYI after completion

Emails and documents can be manually filed as separate PDFs to FYI. Simply 'Complete' a document in The Gap, then follow the on-screen prompts to file the document.
Note: If you do not select a client to file a document against, it will automatically file to the defaults you have set up in FYI - please see step 5 in this FYI help article.

You can file documents from other areas in the portal

The Working Files > Inbox tab

Click on the ellipsis icon for a document > File in FYI, then follow the instructions on the popover prompt.

A client's Activity tab

Check the checkboxes for the document you'd like to file, then click on the FYI icon in the column header and follow the popover prompt.

Configure Settings or Disconnect from FYI

Once connected, you can configure your settings or disconnect from FYI in your firm settings Admin area.