How do I add a client from FYI Docs to the partner portal?

NOTE: Before either import method can be used, you must ensure your FYI integration has been established via the Configure> Integrations area. See How do I set up the FYI docs integration?

Importing a client or entity from FYI Docs via the Client list: 

1.  Navigate to Clients>Client List.
   
   
   
   
2. Select Add clients>from integrations>From FYI Docs
   
   
   
   
3. A search box appears. Type in the Client/Entity name to search within FYI:
   
   
   
   a) If adding an entity as a client, the following window will appear, where you can adjust the Entity name and type before proceeding to 'Add'. 
   
   
   
   b) If adding an individual client, the following window will appear.
   Set the Client type, subscription type and decide if you want to send the client a welcome email.
   
   IMPORTANT: Each client you import requires their own unique email address. If the client does not have their own unique email address they will not be imported.
   
   
   
   
4. A success message will display where you can proceed to sync documents stored in FYI to the client's portal, or vice versa. Once the client/entity have been added they will appear in the Client list.
   
   
   
   

Note: For an entity, it is best to add a connection first How do I add a connection, professional or authorised user to an entity?

Importing a client or entity from FYI using the 'Advanced Search' feature:

1. From your partner portal, navigate to the top of the page and click '+Advanced search'.
   
   
   
   
2. A drop-down box appears. By selecting the checkbox next to the FYI Docs integration, your FYI client list will be viewable in the search feature.
   
   
   
   
3. In the search bar, type the name of the client or entity you are looking for. The dropdown box will show if the client already exists in your portal, or only exists in FYI.
   If the client does not appear under the 'MP clients' heading, this indicates that they are not an active client in the portal.
   To import the entity/client from FYI, click 'Import'.
   
   
   
   
4. a) If adding an entity as a client, the following window will appear where you can adjust the Entity name and type before proceeding to add. 
   
   
   
   b) If adding an individual client, the following window will appear.
   Set the Client type, subscription type and decide if to send the client a welcome email.
   
   IMPORTANT: Each client being imported into the portal requires their own unique email address. If the client does not have their own unique email address they will not be imported.
   
   
   
   
5. A success message will display where you can proceed to sync documents stored in FYI to the client's portal, or vice versa. Once the client/entity have been added they will appear in the Client list.